Guardian Wealth Advisors (North Carolina)’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	–	Sell	-38	Closed	-$9.12K	–	516
2026 Q1	$9.12K	Buy	+38	New	+$9.55K	﹤0.01%	547
2025 Q3	–	Sell	-33	Closed	-$7.93K	–	478
2025 Q2	$7.93K	Sell	33 -143	-81%	-$31.2K	﹤0.01%	490
2025 Q1	$35.6K	Buy	176 +79	+81%	+$16.9K	﹤0.01%	401
2024 Q4	$20.1K	Buy	+97	New	+$20.3K	﹤0.01%	413
2023 Q3	–	Sell	-14	Closed	-$2.02K	–	439
2023 Q2	$2.02K	Hold	14	–	–	﹤0.01%	388
2023 Q1	$1.95K	Hold	14	–	–	﹤0.01%	380
2022 Q4	$2.04K	Buy	+14	New	+$2.03K	﹤0.01%	350

Other funds holding MTUM

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Guardian Wealth Advisors (North Carolina)'s MTUM Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2026, closing a stake of 38 shares — an estimated $9.12K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in MTUM in Q4 2022 and held it in 7 quarters. The position peaked at $35.6K in Q1 2025. 1,206 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

Guardian Wealth Advisors (North Carolina) reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q2 2026 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 38 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $9.12K.
Guardian Wealth Advisors (North Carolina) first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2022 and held it in 7 quarters.
Guardian Wealth Advisors (North Carolina)'s iShares MSCI USA Momentum Factor ETF position peaked at $35.6K in Q1 2025.
1,206 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.