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

Heirloom 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 Q1	$755K	Buy	+3,147	New	+$791K	0.14%	55

Other funds holding MTUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Heirloom Wealth Management's MTUM Position: Q1 2026 in Review

Heirloom Wealth Management opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q1 2026: 3,147 shares worth $755K. The stake represents 0.14% of the portfolio and ranks #55 among its holdings.

1,051 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

Heirloom Wealth Management held 3,147 shares of iShares MSCI USA Momentum Factor ETF worth $755K as of Q1 2026.
iShares MSCI USA Momentum Factor ETF was a new Heirloom Wealth Management position in Q1 2026.
iShares MSCI USA Momentum Factor ETF made up 0.14% of Heirloom Wealth Management's portfolio in Q1 2026, its #55 holding.
1,051 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on Heirloom Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.