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Goldstone Financial Group’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Goldstone Financial Group’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 		$207K Buy
+603
New +$180K 0.02% 235
2024
Q1 		– Sell
-3,892
Closed -$611K – 172
2023
Q4 		$611K Buy
+3,892
New +$571K 0.16% 93
2023
Q3 		– Sell
-1,585
Closed -$229K – 162
2023
Q2 		$229K Sell
1,585
-52,038
-97% -$7.32M 0.07% 154
2023
Q1 		$7.46M Buy
+53,623
New +$7.57M 2.46% 9

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

Goldstone Financial Group's MTUM Position: Q2 2026 in Review

Goldstone Financial Group opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2026: 603 shares worth $207K. The stake represents 0.02% of the portfolio and ranks #235 among its holdings. This is a return to the name: Goldstone Financial Group previously reported a position in MTUM as recently as Q4 2023.

Goldstone Financial Group first reported a position in MTUM in Q1 2023 and has held it in 4 quarters since. The position peaked at $7.46M in Q1 2023. 1,210 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Goldstone Financial Group held 603 shares of iShares MSCI USA Momentum Factor ETF worth $207K as of Q2 2026.
  • iShares MSCI USA Momentum Factor ETF was a new Goldstone Financial Group position in Q2 2026.
  • iShares MSCI USA Momentum Factor ETF made up 0.02% of Goldstone Financial Group's portfolio in Q2 2026, its #235 holding.
  • Goldstone Financial Group first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2023 and has held it in 4 quarters since.
  • Goldstone Financial Group's iShares MSCI USA Momentum Factor ETF position peaked at $7.46M in Q1 2023.
  • 1,210 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.