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Gilpin Wealth Management’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Gilpin Wealth 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
Q3 		$245K Buy
773
+7
+0.9% +$2.16K 0.17% 115
2026
Q2 		$263K Sell
766
-14
-2% -$4.18K 0.18% 112
2026
Q1 		$187K Buy
780
+4
+0.5% +$1K 0.15% 122
2025
Q4 		$194K Buy
+776
New +$195K 0.15% 117

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

Gilpin Wealth Management's MTUM Position: Q3 2026 in Review

Gilpin Wealth Management increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 0.91% in Q3 2026, buying an estimated $2.16K and bringing the position to 773 shares worth $245K. The position accounts for 0.17% of the portfolio, ranked #115.

Gilpin Wealth Management first reported a position in MTUM in Q4 2025 and has held it in 4 quarters since. The position peaked at $263K in Q2 2026. 61 funds tracked by Wall St. Rank hold MTUM as of Q3 2026.

  • Gilpin Wealth Management held 773 shares of iShares MSCI USA Momentum Factor ETF worth $245K as of Q3 2026.
  • Gilpin Wealth Management bought 7 iShares MSCI USA Momentum Factor ETF shares in Q3 2026, an estimated $2.16K.
  • iShares MSCI USA Momentum Factor ETF made up 0.17% of Gilpin Wealth Management's portfolio in Q3 2026, its #115 holding.
  • Gilpin Wealth Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's iShares MSCI USA Momentum Factor ETF position peaked at $263K in Q2 2026.
  • 61 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.