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Kelman-Lazarov Inc’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Kelman-Lazarov Inc’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 		$446K Hold
1,302
– – 0.06% 100
2026
Q1 		$312K Hold
1,302
– – 0.04% 114
2025
Q4 		$326K Hold
1,302
– – 0.05% 109
2025
Q3 		$334K Hold
1,302
– – 0.05% 110
2025
Q2 		$313K Hold
1,302
– – 0.05% 99
2025
Q1 		$263K Buy
+1,302
New +$278K 0.05% 102

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 22.9% 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

Kelman-Lazarov Inc's MTUM Position: Q2 2026 in Review

Kelman-Lazarov Inc held its iShares MSCI USA Momentum Factor ETF (MTUM) position steady in Q2 2026 at 1,302 shares worth $446K. The position accounts for 0.06% of the portfolio, ranked #100.

Kelman-Lazarov Inc first reported a position in MTUM in Q1 2025 and has held it in 6 quarters since. 1,211 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Kelman-Lazarov Inc held 1,302 shares of iShares MSCI USA Momentum Factor ETF worth $446K as of Q2 2026.
  • Kelman-Lazarov Inc left its iShares MSCI USA Momentum Factor ETF share count unchanged in Q2 2026.
  • iShares MSCI USA Momentum Factor ETF made up 0.06% of Kelman-Lazarov Inc's portfolio in Q2 2026, its #100 holding.
  • Kelman-Lazarov Inc first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2025 and has held it in 6 quarters since.
  • 1,211 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Kelman-Lazarov Inc's 13F filing for Q2 2026, filed 10 Aug 2026.