Forthright Family Wealth Advisory’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Forthright Family Wealth Advisory’s Portfolio MTUM Stock Details MTUM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.2M	Buy	+12,257	New	+$3.66M	2.38%	13
2026 Q1	–	Sell	-12,069	Closed	-$3.02M	–	73
2025 Q4	$3.02M	Buy	12,069 +213	+2%	+$53.5K	1.9%	18
2025 Q3	$3.04M	Buy	11,856 +621	+6%	+$152K	1.87%	18
2025 Q2	$2.7M	Sell	11,235 -821	-7%	-$179K	1.71%	15
2025 Q1	$2.44M	Sell	12,056 -893	-7%	-$191K	1.61%	16
2024 Q4	$2.68M	Buy	+12,949	New	+$2.71M	1.74%	14

Other funds holding MTUM

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Forthright Family Wealth Advisory's MTUM Position: Q2 2026 in Review

Forthright Family Wealth Advisory opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2026: 12,257 shares worth $4.2M. The stake represents 2.38% of the portfolio and ranks #13 among its holdings. This is a return to the name: Forthright Family Wealth Advisory previously reported a position in MTUM as recently as Q4 2025.

Forthright Family Wealth Advisory first reported a position in MTUM in Q4 2024 and has held it in 6 quarters since. 375 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

Forthright Family Wealth Advisory held 12,257 shares of iShares MSCI USA Momentum Factor ETF worth $4.2M as of Q2 2026.
iShares MSCI USA Momentum Factor ETF was a new Forthright Family Wealth Advisory position in Q2 2026.
iShares MSCI USA Momentum Factor ETF made up 2.38% of Forthright Family Wealth Advisory's portfolio in Q2 2026, its #13 holding.
Forthright Family Wealth Advisory first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2024 and has held it in 6 quarters since.
375 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Forthright Family Wealth Advisory's 13F filing for Q2 2026, filed 16 Jul 2026.