Gateway Wealth Partners’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Gateway Wealth 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	$7.75M	Sell	22,613 -20,555	-48%	-$6.13M	0.46%	55
2026 Q1	$10.4M	Buy	43,168 +30,041	+229%	+$7.55M	0.4%	65
2025 Q4	$3.29M	Buy	13,127 +5,177	+65%	+$1.3M	0.37%	73
2025 Q3	$2.04M	Buy	7,950 +494	+7%	+$121K	0.28%	97
2025 Q2	$1.79M	Buy	7,456 +1,523	+26%	+$332K	0.34%	85
2025 Q1	$1.2M	Buy	5,933 +481	+9%	+$103K	0.27%	96
2024 Q4	$1.13M	Buy	+5,452	New	+$1.14M	0.29%	87
2023 Q1	–	Sell	-2,839	Closed	-$414K	–	241
2022 Q4	$414K	Buy	+2,839	New	+$412K	0.07%	122

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

Gateway Wealth Partners's MTUM Position: Q2 2026 in Review

Gateway Wealth Partners reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 48% in Q2 2026, selling an estimated $6.13M and leaving 22,613 shares worth $7.75M. The position accounts for 0.46% of the portfolio, ranked #55.

Gateway Wealth Partners first reported a position in MTUM in Q4 2022 and has held it in 8 quarters since. The position peaked at $10.4M in Q1 2026. 1,209 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

Gateway Wealth Partners held 22,613 shares of iShares MSCI USA Momentum Factor ETF worth $7.75M as of Q2 2026.
Gateway Wealth Partners sold 20,555 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $6.13M.
iShares MSCI USA Momentum Factor ETF made up 0.46% of Gateway Wealth Partners's portfolio in Q2 2026, its #55 holding.
Gateway Wealth Partners first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2022 and has held it in 8 quarters since.
Gateway Wealth Partners's iShares MSCI USA Momentum Factor ETF position peaked at $10.4M in Q1 2026.
1,209 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.