Fourth Dimension Wealth’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Fourth Dimension Wealth’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	$47.1K	Buy	138 +48	+53%	+$14.3K	0.01%	277
2026 Q1	$21.7K	Hold	90	–	–	0.01%	308
2025 Q4	$22.6K	Hold	90	–	–	0.01%	318
2025 Q3	$23.1K	Hold	90	–	–	0.01%	308
2025 Q2	$21.6K	Hold	90	–	–	0.01%	312
2025 Q1	$18.1K	Buy	90 +1	+1%	+$214	0.01%	325
2024 Q4	$18.5K	Buy	+89	New	+$18.6K	0.01%	333

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

Fourth Dimension Wealth's MTUM Position: Q2 2026 in Review

Fourth Dimension Wealth increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 53% in Q2 2026, buying an estimated $14.3K and bringing the position to 138 shares worth $47.1K. The position accounts for 0.01% of the portfolio, ranked #277.

Fourth Dimension Wealth first reported a position in MTUM in Q4 2024 and has held it in 7 quarters since. 1,209 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

Fourth Dimension Wealth held 138 shares of iShares MSCI USA Momentum Factor ETF worth $47.1K as of Q2 2026.
Fourth Dimension Wealth bought 48 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $14.3K.
iShares MSCI USA Momentum Factor ETF made up 0.01% of Fourth Dimension Wealth's portfolio in Q2 2026, its #277 holding.
Fourth Dimension Wealth first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2024 and has held it in 7 quarters since.
1,209 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.