HOWA
MTUM icon

Heritage Oak Wealth Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Heritage Oak Wealth Advisors’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 		$334K Buy
+973
New +$290K 0.1% 71
2024
Q3 		– Sell
-1,355
Closed -$264K – 189
2024
Q2 		$264K Buy
+1,355
New +$253K 0.13% 84

Other funds holding MTUM

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Heritage Oak Wealth Advisors's MTUM Position: Q2 2026 in Review

Heritage Oak Wealth Advisors opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2026: 973 shares worth $334K. The stake represents 0.1% of the portfolio and ranks #71 among its holdings. This is a return to the name: Heritage Oak Wealth Advisors previously reported a position in MTUM as recently as Q2 2024.

Heritage Oak Wealth Advisors first reported a position in MTUM in Q2 2024 and has held it in 2 quarters since. 389 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Heritage Oak Wealth Advisors held 973 shares of iShares MSCI USA Momentum Factor ETF worth $334K as of Q2 2026.
  • iShares MSCI USA Momentum Factor ETF was a new Heritage Oak Wealth Advisors position in Q2 2026.
  • iShares MSCI USA Momentum Factor ETF made up 0.1% of Heritage Oak Wealth Advisors's portfolio in Q2 2026, its #71 holding.
  • Heritage Oak Wealth Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2024 and has held it in 2 quarters since.
  • 389 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Heritage Oak Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.