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

Hemington 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
2025 Q3	$368K	Sell	1,436 -227	-14%	-$55.6K	0.05%	94
2025 Q2	$399K	Hold	1,663	–	–	0.06%	88
2025 Q1	$336K	Sell	1,663 -961	-37%	-$205K	0.05%	92
2024 Q4	$542K	Hold	2,624	–	–	0.14%	67
2024 Q3	$531K	Buy	2,624 +168	+7%	+$32.5K	0.14%	68
2024 Q2	$478K	Hold	2,456	–	–	0.16%	70
2024 Q1	$461K	Hold	2,456	–	–	0.17%	74
2023 Q4	$385K	Hold	2,456	–	–	0.15%	77
2023 Q3	$343K	Hold	2,456	–	–	0.16%	70
2023 Q2	$354K	Hold	2,456	–	–	0.14%	72
2023 Q1	$341K	Hold	2,456	–	–	0.14%	74
2022 Q4	$358K	Hold	2,456	–	–	0.15%	66
2022 Q3	$322K	Hold	2,456	–	–	0.14%	67
2022 Q2	$335K	Hold	2,456	–	–	0.13%	74
2022 Q1	$413K	Sell	2,456 -189	-7%	-$31.1K	0.14%	74
2021 Q4	$427K	Buy	2,645 +109	+4%	+$20.1K	0.2%	54
2021 Q3	$445K	Sell	2,536 -109	-4%	-$19.4K	0.16%	63
2021 Q2	$459K	Hold	2,645	–	–	0.2%	58
2021 Q1	$425K	Hold	2,645	–	–	0.18%	57
2020 Q4	$427K	Buy	+2,645	New	+$405K	0.2%	54

Other funds holding MTUM

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

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

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

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

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Hemington Wealth Management's MTUM Position: Q3 2025 in Review

Hemington Wealth Management reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 14% in Q3 2025, selling an estimated $55.6K and leaving 1,436 shares worth $368K. The position accounts for 0.05% of the portfolio, ranked #94.

Hemington Wealth Management first reported a position in MTUM in Q4 2020 and has held it in 20 quarters since. The position peaked at $542K in Q4 2024. 981 funds tracked by Wall St. Rank hold MTUM as of Q3 2025.

Hemington Wealth Management held 1,436 shares of iShares MSCI USA Momentum Factor ETF worth $368K as of Q3 2025.
Hemington Wealth Management sold 227 iShares MSCI USA Momentum Factor ETF shares in Q3 2025, an estimated $55.6K.
iShares MSCI USA Momentum Factor ETF made up 0.05% of Hemington Wealth Management's portfolio in Q3 2025, its #94 holding.
Hemington Wealth Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2020 and has held it in 20 quarters since.
Hemington Wealth Management's iShares MSCI USA Momentum Factor ETF position peaked at $542K in Q4 2024.
981 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.