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

Golden State 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
Q2 		$6.24M Buy
18,193
+10,361
+132% +$3.09M 0.57% 33
2026
Q1 		$1.88M Buy
7,832
+3,536
+82% +$888K 0.21% 102
2025
Q4 		$1.08M Buy
4,296
+365
+9% +$91.6K 0.11% 145
2025
Q3 		$1.01M Sell
3,931
-239
-6% -$58.5K 0.11% 143
2025
Q2 		$1M Sell
4,170
-783
-16% -$171K 0.12% 140
2025
Q1 		$1M Buy
4,953
+265
+6% +$56.6K 0.15% 120
2024
Q4 		$970K Buy
+4,688
New +$982K 0.15% 121
2022
Q1 		$8.44M Sell
50,171
-925
-2% -$152K 1.66% 12
2021
Q4 		$9.29M Buy
51,096
+646
+1% +$119K 1.6% 10
2021
Q3 		$8.86M Buy
50,450
+729
+1% +$130K 1.93% 10
2021
Q2 		$8.62M Buy
49,721
+44,027
+773% +$7.46M 1.9% 10
2021
Q1 		$915K Hold
5,694
– – 0.3% 59
2020
Q4 		$918K Buy
5,694
+2,966
+109% +$454K 0.27% 76
2020
Q3 		$402K Buy
+2,728
New +$390K 0.13% 116
2020
Q2 		– Sell
-35,695
Closed -$3.8M – 638
2020
Q1 		$3.8M Buy
+35,695
New +$4.41M 1.68% 10
2019
Q4 		– Sell
-35,870
Closed -$4.28M – 611
2019
Q3 		$4.28M Sell
35,870
-307
-0.8% -$37K 1.41% 13
2019
Q2 		$4.29M Sell
36,177
-3,131
-8% -$358K 1.36% 14
2019
Q1 		$4.41M Buy
+39,308
New +$4.23M 1.47% 8

Other funds holding MTUM

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
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

Golden State Wealth Management's MTUM Position: Q2 2026 in Review

Golden State Wealth Management increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 132% in Q2 2026, buying an estimated $3.09M and bringing the position to 18,193 shares worth $6.24M. The position accounts for 0.57% of the portfolio, ranked #33.

Golden State Wealth Management first reported a position in MTUM in Q1 2019 and has held it in 18 quarters since. The position peaked at $9.29M in Q4 2021. 1,206 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Golden State Wealth Management held 18,193 shares of iShares MSCI USA Momentum Factor ETF worth $6.24M as of Q2 2026.
  • Golden State Wealth Management bought 10,361 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $3.09M.
  • iShares MSCI USA Momentum Factor ETF made up 0.57% of Golden State Wealth Management's portfolio in Q2 2026, its #33 holding.
  • Golden State Wealth Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2019 and has held it in 18 quarters since.
  • Golden State Wealth Management's iShares MSCI USA Momentum Factor ETF position peaked at $9.29M in Q4 2021.
  • 1,206 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.