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Highline Wealth Partners’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Highline Wealth Partners’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 		$11.7K Buy
+34
New +$10.1K ﹤0.01% 530
2024
Q1 		– Sell
-1
Closed -$157 – 443
2023
Q4 		$157 Hold
1
– – ﹤0.01% 403
2023
Q3 		$140 Buy
+1
New +$144 ﹤0.01% 386

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
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
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

Highline Wealth Partners's MTUM Position: Q2 2026 in Review

Highline Wealth Partners opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2026: 34 shares worth $11.7K. The stake represents ﹤0.01% of the portfolio and ranks #530 among its holdings. This is a return to the name: Highline Wealth Partners previously reported a position in MTUM as recently as Q4 2023.

Highline Wealth Partners first reported a position in MTUM in Q3 2023 and has held it in 3 quarters since. 301 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Highline Wealth Partners held 34 shares of iShares MSCI USA Momentum Factor ETF worth $11.7K as of Q2 2026.
  • iShares MSCI USA Momentum Factor ETF was a new Highline Wealth Partners position in Q2 2026.
  • iShares MSCI USA Momentum Factor ETF made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #530 holding.
  • Highline Wealth Partners first reported a position in iShares MSCI USA Momentum Factor ETF in Q3 2023 and has held it in 3 quarters since.
  • 301 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.