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Goldstein Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Goldstein Advisors’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 		$2.68M Sell
7,819
-160
-2% -$47.7K 0.24% 45
2026
Q1 		$1.91M Sell
7,979
-51
-0.6% -$12.8K 0.21% 49
2025
Q4 		$2.01M Sell
8,030
-4
-0% -$1K 0.23% 47
2025
Q3 		$2.06M Sell
8,034
-1,231
-13% -$301K 0.25% 41
2025
Q2 		$2.23M Sell
9,265
-129
-1% -$28.1K 0.3% 37
2025
Q1 		$1.9M Sell
9,394
-495
-5% -$106K 0.28% 38
2024
Q4 		$2.05M Buy
9,889
+29
+0.3% +$6.08K 0.3% 36
2024
Q3 		$2M Sell
9,860
-396
-4% -$76.7K 0.3% 32
2024
Q2 		$2M Sell
10,256
-200
-2% -$37.3K 0.33% 33
2024
Q1 		$1.96M Buy
10,456
+71
+0.7% +$12.4K 0.33% 33
2023
Q4 		$1.63M Sell
10,385
-11
-0.1% -$1.61K 0.27% 59
2023
Q3 		$1.45M Sell
10,396
-1,427
-12% -$206K 0.3% 36
2023
Q2 		$1.71M Sell
11,823
-59
-0.5% -$8.29K 0.36% 35
2023
Q1 		$1.65M Buy
11,882
+169
+1% +$23.8K 0.36% 37
2022
Q4 		$1.71M Buy
+11,713
New +$1.7M 0.41% 35

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

Goldstein Advisors's MTUM Position: Q2 2026 in Review

Goldstein Advisors reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 2% in Q2 2026, selling an estimated $47.7K and leaving 7,819 shares worth $2.68M. The position accounts for 0.24% of the portfolio, ranked #45.

Goldstein Advisors first reported a position in MTUM in Q4 2022 and has held it in 15 quarters since. 1,206 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Goldstein Advisors held 7,819 shares of iShares MSCI USA Momentum Factor ETF worth $2.68M as of Q2 2026.
  • Goldstein Advisors sold 160 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $47.7K.
  • iShares MSCI USA Momentum Factor ETF made up 0.24% of Goldstein Advisors's portfolio in Q2 2026, its #45 holding.
  • Goldstein Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,206 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.