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

HMV 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 		$435K Hold
1,268
– – 0.17% 59
2026
Q1 		$304K Hold
1,268
– – 0.14% 69
2025
Q4 		$317K Hold
1,268
– – 0.16% 66
2025
Q3 		$325K Hold
1,268
– – 0.18% 60
2025
Q2 		$305K Hold
1,268
– – 0.2% 63
2025
Q1 		$256K Sell
1,268
-178
-12% -$38K 0.2% 72
2024
Q4 		$299K Buy
+1,446
New +$303K 0.3% 68

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

HMV Wealth Advisors's MTUM Position: Q2 2026 in Review

HMV Wealth Advisors held its iShares MSCI USA Momentum Factor ETF (MTUM) position steady in Q2 2026 at 1,268 shares worth $435K. The position accounts for 0.17% of the portfolio, ranked #59.

HMV Wealth Advisors first reported a position in MTUM in Q4 2024 and has held it in 7 quarters since. 404 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • HMV Wealth Advisors held 1,268 shares of iShares MSCI USA Momentum Factor ETF worth $435K as of Q2 2026.
  • HMV Wealth Advisors left its iShares MSCI USA Momentum Factor ETF share count unchanged in Q2 2026.
  • iShares MSCI USA Momentum Factor ETF made up 0.17% of HMV Wealth Advisors's portfolio in Q2 2026, its #59 holding.
  • HMV Wealth Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2024 and has held it in 7 quarters since.
  • 404 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

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