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MLG Wealth Management DBA Pine Grove Financial Group’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

MLG Wealth Management DBA Pine Grove Financial Group’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
2025
Q4 		$10.1M Buy
+40,335
New +$10.1M 1.22% 28

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Raymond James Financial
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Morgan Stanley
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BlackRock
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AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SOMRS
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MLG Wealth Management DBA Pine Grove Financial Group's MTUM Position: Q4 2025 in Review

MLG Wealth Management DBA Pine Grove Financial Group opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q4 2025: 40,335 shares worth $10.1M. The stake represents 1.22% of the portfolio and ranks #28 among its holdings.

1,053 funds tracked by Wall St. Rank hold MTUM as of Q4 2025.

  • MLG Wealth Management DBA Pine Grove Financial Group held 40,335 shares of iShares MSCI USA Momentum Factor ETF worth $10.1M as of Q4 2025.
  • iShares MSCI USA Momentum Factor ETF was a new MLG Wealth Management DBA Pine Grove Financial Group position in Q4 2025.
  • iShares MSCI USA Momentum Factor ETF made up 1.22% of MLG Wealth Management DBA Pine Grove Financial Group's portfolio in Q4 2025, its #28 holding.
  • 1,053 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q4 2025.

Based on MLG Wealth Management DBA Pine Grove Financial Group's 13F filing for Q4 2025, filed 25 Aug 2026.