Keystone Financial Group (Georgia)’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Keystone Financial Group (Georgia)’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	$832K	Buy	2,426 +2	+0.1%	+$597	0.44%	30
2026 Q1	$582K	Sell	2,424 -38	-2%	-$9.55K	0.3%	34
2025 Q4	$616K	Buy	2,462 +6	+0.2%	+$1.51K	0.32%	36
2025 Q3	$630K	Buy	2,456 +6	+0.2%	+$1.47K	0.35%	35
2025 Q2	$586K	Sell	2,450 -148	-6%	-$32.3K	0.37%	33
2025 Q1	$556K	Sell	2,598 -224	-8%	-$47.9K	0.39%	34
2024 Q4	$584K	Buy	+2,822	New	+$591K	0.47%	33

Other funds holding MTUM

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Keystone Financial Group (Georgia)'s MTUM Position: Q2 2026 in Review

Keystone Financial Group (Georgia) increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 0.08% in Q2 2026, buying an estimated $597 and bringing the position to 2,426 shares worth $832K. The position accounts for 0.44% of the portfolio, ranked #30.

Keystone Financial Group (Georgia) first reported a position in MTUM in Q4 2024 and has held it in 7 quarters since. 404 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

Keystone Financial Group (Georgia) held 2,426 shares of iShares MSCI USA Momentum Factor ETF worth $832K as of Q2 2026.
Keystone Financial Group (Georgia) bought 2 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $597.
iShares MSCI USA Momentum Factor ETF made up 0.44% of Keystone Financial Group (Georgia)'s portfolio in Q2 2026, its #30 holding.
Keystone Financial Group (Georgia) first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2024 and has held it in 7 quarters since.
404 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Keystone Financial Group (Georgia)'s 13F filing for Q2 2026, filed 21 Jul 2026.