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Galvin Gaustad & Stein’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Galvin Gaustad & Stein’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
Q3 		$867K Sell
2,731
-6,369
-70% -$1.97M 0.07% 140
2026
Q2 		$3.12M Buy
9,100
+3,059
+51% +$913K 0.23% 83
2026
Q1 		$1.45M Buy
6,041
+2,781
+85% +$699K 0.12% 104
2025
Q4 		$816K Buy
+3,260
New +$818K 0.06% 137

Other funds holding MTUM

AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
CP
Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
EFG
Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return

Galvin Gaustad & Stein's MTUM Position: Q3 2026 in Review

Galvin Gaustad & Stein reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 70% in Q3 2026, selling an estimated $1.97M and leaving 2,731 shares worth $867K. The position accounts for 0.07% of the portfolio, ranked #140.

Galvin Gaustad & Stein first reported a position in MTUM in Q4 2025 and has held it in 4 quarters since. The position peaked at $3.12M in Q2 2026. 61 funds tracked by Wall St. Rank hold MTUM as of Q3 2026.

  • Galvin Gaustad & Stein held 2,731 shares of iShares MSCI USA Momentum Factor ETF worth $867K as of Q3 2026.
  • Galvin Gaustad & Stein sold 6,369 iShares MSCI USA Momentum Factor ETF shares in Q3 2026, an estimated $1.97M.
  • iShares MSCI USA Momentum Factor ETF made up 0.07% of Galvin Gaustad & Stein's portfolio in Q3 2026, its #140 holding.
  • Galvin Gaustad & Stein first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2025 and has held it in 4 quarters since.
  • Galvin Gaustad & Stein's iShares MSCI USA Momentum Factor ETF position peaked at $3.12M in Q2 2026.
  • 61 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q3 2026, filed 8 Oct 2026.