J. M. Brown & Associates’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

J. M. Brown & Associates’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	$789K	Buy	+2,302	New	+$687K	0.45%	70

Other funds holding MTUM

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

J. M. Brown & Associates's MTUM Position: Q2 2026 in Review

J. M. Brown & Associates opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2026: 2,302 shares worth $789K. The stake represents 0.45% of the portfolio and ranks #70 among its holdings.

1,160 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

J. M. Brown & Associates held 2,302 shares of iShares MSCI USA Momentum Factor ETF worth $789K as of Q2 2026.
iShares MSCI USA Momentum Factor ETF was a new J. M. Brown & Associates position in Q2 2026.
iShares MSCI USA Momentum Factor ETF made up 0.45% of J. M. Brown & Associates's portfolio in Q2 2026, its #70 holding.
1,160 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on J. M. Brown & Associates's 13F filing for Q2 2026, filed 23 Jul 2026.