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Horst & Graben Wealth Management’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Horst & Graben 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
2026
Q2 		$4.42M Sell
13,471
-1,295
-9% -$386K 0.58% 33
2026
Q1 		$4.15M Buy
14,766
+402
+3% +$101K 0.57% 35
2025
Q4 		$3.6M Buy
14,364
+3,651
+34% +$917K 0.54% 36
2025
Q3 		$2.75M Sell
10,713
-179
-2% -$43.8K 0.42% 42
2025
Q2 		$2.62M Buy
10,892
+2,569
+31% +$560K 0.43% 42
2025
Q1 		$1.68M Sell
8,323
-569
-6% -$122K 0.3% 51
2024
Q4 		$1.84M Buy
8,892
+7,699
+645% +$1.61M 0.33% 45
2024
Q3 		$242K Sell
1,193
-10
-0.8% -$1.94K 0.04% 134
2024
Q2 		$234K Sell
1,203
-20
-2% -$3.73K 0.04% 134
2024
Q1 		$229K Buy
+1,223
New +$213K 0.05% 134
2023
Q4 		– Sell
-4,220
Closed -$590K – 146
2023
Q3 		$590K Sell
4,220
-1,477
-26% -$213K 0.15% 63
2023
Q2 		$822K Sell
5,697
-13,117
-70% -$1.84M 0.2% 52
2023
Q1 		$2.62M Sell
18,814
-9,476
-33% -$1.34M 0.65% 23
2022
Q4 		$4.13M Buy
28,290
+25,993
+1,132% +$3.77M 1.08% 20
2022
Q3 		$301K Buy
2,297
+17
+0.7% +$2.38K 0.09% 96
2022
Q2 		$311K Sell
2,280
-93
-4% -$13.7K 0.08% 101
2022
Q1 		$399K Sell
2,373
-348
-13% -$57.3K 0.1% 93
2021
Q4 		$495K Sell
2,721
-736
-21% -$136K 0.12% 80
2021
Q3 		$607K Sell
3,457
-16,345
-83% -$2.9M 0.17% 65
2021
Q2 		$3.43M Buy
19,802
+2,908
+17% +$493K 0.96% 25
2021
Q1 		$2.72M Buy
16,894
+14,662
+657% +$2.42M 0.86% 25
2020
Q4 		$360K Buy
2,232
+4
+0.2% +$613 0.12% 88
2020
Q3 		$328K Buy
2,228
+21
+1% +$3K 0.13% 90
2020
Q2 		$289K Buy
2,207
+3
+0.1% +$363 0.13% 79
2020
Q1 		$235K Buy
+2,204
New +$272K 0.12% 79

Other funds holding MTUM

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
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

Horst & Graben Wealth Management's MTUM Position: Q2 2026 in Review

Horst & Graben Wealth Management reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 8.8% in Q2 2026, selling an estimated $386K and leaving 13,471 shares worth $4.42M. The position accounts for 0.58% of the portfolio, ranked #33.

Horst & Graben Wealth Management first reported a position in MTUM in Q1 2020 and has held it in 25 quarters since. 1,207 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Horst & Graben Wealth Management held 13,471 shares of iShares MSCI USA Momentum Factor ETF worth $4.42M as of Q2 2026.
  • Horst & Graben Wealth Management sold 1,295 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $386K.
  • iShares MSCI USA Momentum Factor ETF made up 0.58% of Horst & Graben Wealth Management's portfolio in Q2 2026, its #33 holding.
  • Horst & Graben Wealth Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2020 and has held it in 25 quarters since.
  • 1,207 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Horst & Graben Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.