Keystone Global Partners
MTUM icon

Keystone Global Partners’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Keystone Global Partners’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
Q3 		$6.39M Buy
+20,142
New +$6.22M 2.3% 14
2026
Q1 		– Sell
-12,481
Closed -$3.12M – 56
2025
Q4 		$3.12M Buy
12,481
+955
+8% +$240K 1.37% 22
2025
Q3 		$2.96M Buy
+11,526
New +$2.82M 1.51% 22

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Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Symmetry Partners
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return
High Probability Advisors
High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Armbruster Capital Management
Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return

Keystone Global Partners's MTUM Position: Q3 2026 in Review

Keystone Global Partners opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q3 2026: 20,142 shares worth $6.39M. The stake represents 2.3% of the portfolio and ranks #14 among its holdings. This is a return to the name: Keystone Global Partners previously reported a position in MTUM as recently as Q4 2025.

Keystone Global Partners first reported a position in MTUM in Q3 2025 and has held it in 3 quarters since. 431 funds tracked by Wall St. Rank hold MTUM as of Q3 2026.

  • Keystone Global Partners held 20,142 shares of iShares MSCI USA Momentum Factor ETF worth $6.39M as of Q3 2026.
  • iShares MSCI USA Momentum Factor ETF was a new Keystone Global Partners position in Q3 2026.
  • iShares MSCI USA Momentum Factor ETF made up 2.3% of Keystone Global Partners's portfolio in Q3 2026, its #14 holding.
  • Keystone Global Partners first reported a position in iShares MSCI USA Momentum Factor ETF in Q3 2025 and has held it in 3 quarters since.
  • 431 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2026.

Based on Keystone Global Partners's 13F filing for Q3 2026, filed 13 Oct 2026.