Kelly Financial Group’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Kelly 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
2026 Q2	$260K	Buy	+759	New	+$226K	0.06%	90

Other funds holding MTUM

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

Kelly Financial Group's MTUM Position: Q2 2026 in Review

Kelly Financial Group opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2026: 759 shares worth $260K. The stake represents 0.06% of the portfolio and ranks #90 among its holdings.

1,202 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

Kelly Financial Group held 759 shares of iShares MSCI USA Momentum Factor ETF worth $260K as of Q2 2026.
iShares MSCI USA Momentum Factor ETF was a new Kelly Financial Group position in Q2 2026.
iShares MSCI USA Momentum Factor ETF made up 0.06% of Kelly Financial Group's portfolio in Q2 2026, its #90 holding.
1,202 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Kelly Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.