Hershey Financial Advisers’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Hershey Financial Advisers’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	-2,225	Closed	-$534K	–	102
2026 Q1	$534K	Buy	2,225 +111	+5%	+$27.9K	0.46%	57
2025 Q4	$529K	Buy	+2,114	New	+$531K	0.45%	64
2025 Q3	–	Sell	-1,955	Closed	-$470K	–	92
2025 Q2	$470K	Buy	+1,955	New	+$427K	0.42%	60
2024 Q4	$476K	Buy	+2,298	New	+$481K	0.42%	56
2024 Q2	$1.75K	Buy	+9	New	+$1.68K	﹤0.01%	139

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

Hershey Financial Advisers's MTUM Position: Q2 2026 in Review

Hershey Financial Advisers sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2026, closing a stake of 2,225 shares — an estimated $534K sold.

Hershey Financial Advisers first reported a position in MTUM in Q2 2024 and held it in 5 quarters. The position peaked at $534K in Q1 2026. 1,209 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

Hershey Financial Advisers reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q2 2026 after selling out during the quarter.
Hershey Financial Advisers sold 2,225 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $534K.
Hershey Financial Advisers first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2024 and held it in 5 quarters.
Hershey Financial Advisers's iShares MSCI USA Momentum Factor ETF position peaked at $534K in Q1 2026.
1,209 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Hershey Financial Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.