Gerber Kawasaki Wealth & Investment Management’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Gerber Kawasaki Wealth & Investment Management’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	$115K	Buy	+334	New	+$99.7K	﹤0.01%	359
2021 Q4	–	Sell	-2	Closed	-$2K	–	785
2021 Q3	$2K	Buy	+2	New	+$355	﹤0.01%	910

Other funds holding MTUM

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

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

BTI

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

SOMRS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's MTUM Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2026: 334 shares worth $115K. The stake represents ﹤0.01% of the portfolio and ranks #359 among its holdings. This is a return to the name: Gerber Kawasaki Wealth & Investment Management previously reported a position in MTUM as recently as Q3 2021.

Gerber Kawasaki Wealth & Investment Management first reported a position in MTUM in Q3 2021 and has held it in 2 quarters since. 803 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

Gerber Kawasaki Wealth & Investment Management held 334 shares of iShares MSCI USA Momentum Factor ETF worth $115K as of Q2 2026.
iShares MSCI USA Momentum Factor ETF was a new Gerber Kawasaki Wealth & Investment Management position in Q2 2026.
iShares MSCI USA Momentum Factor ETF made up ﹤0.01% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #359 holding.
Gerber Kawasaki Wealth & Investment Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q3 2021 and has held it in 2 quarters since.
803 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.