FourThought Financial Partners’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

FourThought Financial Partners’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	$362K	Hold	1,056	–	–	0.03%	242
2026 Q1	$253K	Hold	1,056	–	–	0.02%	302
2025 Q4	$264K	Hold	1,056	–	–	0.02%	362
2025 Q3	$271K	Sell	1,056 -24	-2%	-$5.88K	0.02%	386
2025 Q2	$260K	Buy	1,080 +25	+2%	+$5.45K	0.03%	253
2025 Q1	$213K	Buy	1,055 +1	+0.1%	+$214	0.02%	297
2024 Q4	$218K	Hold	1,054	–	–	0.02%	292
2024 Q3	$214K	Buy	1,054 +1	+0.1%	+$194	0.03%	168
2024 Q2	$205K	Buy	+1,053	New	+$196K	0.03%	176
2023 Q3	–	Sell	-3,168	Closed	-$457K	–	324
2023 Q2	$457K	Sell	3,168 -14,005	-82%	-$1.97M	0.06%	203
2023 Q1	$2.39M	Sell	17,173 -51	-0.3%	-$7.2K	0.33%	78
2022 Q4	$2.51M	Buy	+17,224	New	+$2.5M	0.36%	75

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 22.9% 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

FourThought Financial Partners's MTUM Position: Q2 2026 in Review

FourThought Financial Partners held its iShares MSCI USA Momentum Factor ETF (MTUM) position steady in Q2 2026 at 1,056 shares worth $362K. The position accounts for 0.03% of the portfolio, ranked #242.

FourThought Financial Partners first reported a position in MTUM in Q4 2022 and has held it in 12 quarters since. The position peaked at $2.51M in Q4 2022. 1,211 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

FourThought Financial Partners held 1,056 shares of iShares MSCI USA Momentum Factor ETF worth $362K as of Q2 2026.
FourThought Financial Partners left its iShares MSCI USA Momentum Factor ETF share count unchanged in Q2 2026.
iShares MSCI USA Momentum Factor ETF made up 0.03% of FourThought Financial Partners's portfolio in Q2 2026, its #242 holding.
FourThought Financial Partners first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2022 and has held it in 12 quarters since.
FourThought Financial Partners's iShares MSCI USA Momentum Factor ETF position peaked at $2.51M in Q4 2022.
1,211 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on FourThought Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.