Forvis Mazars Wealth Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Forvis Mazars Wealth 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	$946K	Buy	2,758 +261	+10%	+$77.9K	0.02%	225
2026 Q1	$599K	Buy	2,497 +383	+18%	+$96.2K	0.01%	260
2025 Q4	$529K	Hold	2,114	–	–	0.01%	276
2025 Q3	$542K	Sell	2,114 -113	-5%	-$27.7K	0.01%	271
2025 Q2	$535K	Buy	2,227 +20	+0.9%	+$4.36K	0.01%	274
2025 Q1	$446K	Hold	2,207	–	–	0.01%	297
2024 Q4	$457K	Hold	2,207	–	–	0.01%	317
2024 Q3	$448K	Buy	+2,207	New	+$427K	0.01%	331

Other funds holding MTUM

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BTI

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

Forvis Mazars Wealth Advisors's MTUM Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 10% in Q2 2026, buying an estimated $77.9K and bringing the position to 2,758 shares worth $946K. The position accounts for 0.02% of the portfolio, ranked #225.

Forvis Mazars Wealth Advisors first reported a position in MTUM in Q3 2024 and has held it in 8 quarters since. 1,206 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

Forvis Mazars Wealth Advisors held 2,758 shares of iShares MSCI USA Momentum Factor ETF worth $946K as of Q2 2026.
Forvis Mazars Wealth Advisors bought 261 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $77.9K.
iShares MSCI USA Momentum Factor ETF made up 0.02% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #225 holding.
Forvis Mazars Wealth Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q3 2024 and has held it in 8 quarters since.
1,206 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.