Fortis Group Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Fortis Group Advisors’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	$5.51M	Sell	16,073 -130	-0.8%	-$38.8K	0.88%	26
2026 Q1	$4.6M	Buy	16,203 +915	+6%	+$230K	0.76%	31
2025 Q4	$3.91M	Sell	15,288 -192	-1%	-$48.2K	0.66%	38
2025 Q3	$3.94M	Sell	15,480 -13,968	-47%	-$3.42M	0.68%	38
2025 Q2	$7.11M	Buy	+29,448	New	+$6.42M	1.29%	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

Fortis Group Advisors's MTUM Position: Q2 2026 in Review

Fortis Group Advisors reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 0.8% in Q2 2026, selling an estimated $38.8K and leaving 16,073 shares worth $5.51M. The position accounts for 0.88% of the portfolio, ranked #26.

Fortis Group Advisors first reported a position in MTUM in Q2 2025 and has held it in 5 quarters since. The position peaked at $7.11M in Q2 2025. 404 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

Fortis Group Advisors held 16,073 shares of iShares MSCI USA Momentum Factor ETF worth $5.51M as of Q2 2026.
Fortis Group Advisors sold 130 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $38.8K.
iShares MSCI USA Momentum Factor ETF made up 0.88% of Fortis Group Advisors's portfolio in Q2 2026, its #26 holding.
Fortis Group Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2025 and has held it in 5 quarters since.
Fortis Group Advisors's iShares MSCI USA Momentum Factor ETF position peaked at $7.11M in Q2 2025.
404 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.