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Kapstone Financial Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Kapstone Financial 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
2025
Q4 		– Sell
-785
Closed -$201K – 136
2025
Q3 		$201K Buy
+785
New +$192K 0.09% 113

Other funds holding MTUM

Envestnet Asset Management
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Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Kapstone Financial Advisors's MTUM Position: Q4 2025 in Review

Kapstone Financial Advisors sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q4 2025, closing a stake of 785 shares — an estimated $201K sold.

Kapstone Financial Advisors first reported a position in MTUM in Q3 2025 and held it in 1 quarter. The position peaked at $201K in Q3 2025. 1,049 funds tracked by Wall St. Rank hold MTUM as of Q4 2025.

  • Kapstone Financial Advisors reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q4 2025 after selling out during the quarter.
  • Kapstone Financial Advisors sold 785 iShares MSCI USA Momentum Factor ETF shares in Q4 2025, an estimated $201K.
  • Kapstone Financial Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q3 2025 and held it in 1 quarter.
  • Kapstone Financial Advisors's iShares MSCI USA Momentum Factor ETF position peaked at $201K in Q3 2025.
  • 1,049 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q4 2025.

Based on Kapstone Financial Advisors's 13F filing for Q4 2025, filed 5 Feb 2026.