GIM
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Goelzer Investment Management’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Goelzer 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 		$211K Buy
+616
New +$184K 0.01% 306
2019
Q3 		– Sell
-1,902
Closed -$226K – 263
2019
Q2 		$226K Sell
1,902
-3,583
-65% -$410K 0.02% 246
2019
Q1 		$615K Buy
+5,485
New +$590K 0.06% 193

Other funds holding MTUM

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Goelzer Investment Management's MTUM Position: Q2 2026 in Review

Goelzer Investment Management opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2026: 616 shares worth $211K. The stake represents 0.01% of the portfolio and ranks #306 among its holdings. This is a return to the name: Goelzer Investment Management previously reported a position in MTUM as recently as Q2 2019.

Goelzer Investment Management first reported a position in MTUM in Q1 2019 and has held it in 3 quarters since. The position peaked at $615K in Q1 2019. 404 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Goelzer Investment Management held 616 shares of iShares MSCI USA Momentum Factor ETF worth $211K as of Q2 2026.
  • iShares MSCI USA Momentum Factor ETF was a new Goelzer Investment Management position in Q2 2026.
  • iShares MSCI USA Momentum Factor ETF made up 0.01% of Goelzer Investment Management's portfolio in Q2 2026, its #306 holding.
  • Goelzer Investment Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2019 and has held it in 3 quarters since.
  • Goelzer Investment Management's iShares MSCI USA Momentum Factor ETF position peaked at $615K in Q1 2019.
  • 404 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Goelzer Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.