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Fortune Financial Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Fortune Financial 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 		$2.46M Buy
7,182
+856
+14% +$255K 1.05% 27
2026
Q1 		$1.52M Buy
6,326
+1,937
+44% +$487K 0.77% 38
2025
Q4 		$1.1M Buy
4,389
+1,527
+53% +$383K 0.74% 37
2025
Q3 		$734K Buy
2,862
+833
+41% +$204K 0.55% 52
2025
Q2 		$488K Buy
2,029
+641
+46% +$140K 0.39% 64
2025
Q1 		$281K Buy
1,388
+2
+0.1% +$427 0.24% 81
2024
Q4 		$287K Buy
1,386
+1
+0.1% +$210 0.26% 76
2024
Q3 		$281K Sell
1,385
-149
-10% -$28.9K 0.25% 78
2024
Q2 		$299K Sell
1,534
-115
-7% -$21.5K 0.18% 106
2024
Q1 		$309K Buy
1,649
+1
+0.1% +$175 0.2% 108
2023
Q4 		$259K Sell
1,648
-12
-0.7% -$1.76K 0.18% 110
2023
Q3 		$232K Sell
1,660
-163
-9% -$23.5K 0.18% 107
2023
Q2 		$263K Buy
+1,823
New +$256K 0.2% 105

Other funds holding MTUM

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SP
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

Fortune Financial Advisors's MTUM Position: Q2 2026 in Review

Fortune Financial Advisors increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 14% in Q2 2026, buying an estimated $255K and bringing the position to 7,182 shares worth $2.46M. The position accounts for 1.05% of the portfolio, ranked #27.

Fortune Financial Advisors first reported a position in MTUM in Q2 2023 and has held it in 13 quarters since. 581 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Fortune Financial Advisors held 7,182 shares of iShares MSCI USA Momentum Factor ETF worth $2.46M as of Q2 2026.
  • Fortune Financial Advisors bought 856 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $255K.
  • iShares MSCI USA Momentum Factor ETF made up 1.05% of Fortune Financial Advisors's portfolio in Q2 2026, its #27 holding.
  • Fortune Financial Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2023 and has held it in 13 quarters since.
  • 581 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Fortune Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.