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Hansen & Associates Financial Group’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Hansen & Associates 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 		$2.66M Buy
8,282
+2,011
+32% +$600K 1.53% 11
2026
Q1 		$1.54M Sell
6,271
-1,348
-18% -$339K 0.83% 19
2025
Q4 		$1.94M Buy
7,619
+812
+12% +$204K 1.06% 20
2025
Q3 		$1.71M Buy
+6,807
New +$1.67M 0.72% 25

Other funds holding MTUM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 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

Hansen & Associates Financial Group's MTUM Position: Q2 2026 in Review

Hansen & Associates Financial Group increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 32% in Q2 2026, buying an estimated $600K and bringing the position to 8,282 shares worth $2.66M. The position accounts for 1.53% of the portfolio, ranked #11.

Hansen & Associates Financial Group first reported a position in MTUM in Q3 2025 and has held it in 4 quarters since. 803 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Hansen & Associates Financial Group held 8,282 shares of iShares MSCI USA Momentum Factor ETF worth $2.66M as of Q2 2026.
  • Hansen & Associates Financial Group bought 2,011 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $600K.
  • iShares MSCI USA Momentum Factor ETF made up 1.53% of Hansen & Associates Financial Group's portfolio in Q2 2026, its #11 holding.
  • Hansen & Associates Financial Group first reported a position in iShares MSCI USA Momentum Factor ETF in Q3 2025 and has held it in 4 quarters since.
  • 803 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Hansen & Associates Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.