Keystone Wealth Services’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Keystone Wealth Services’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	$312K	Buy	909 +73	+9%	+$21.8K	0.06%	253
2026 Q1	$201K	Sell	836 -62	-7%	-$15.6K	0.04%	289
2025 Q4	$225K	Buy	+898	New	+$225K	0.05%	233
2023 Q2	–	Sell	-5,284	Closed	-$735K	–	208
2023 Q1	$735K	Buy	5,284 +418	+9%	+$59K	0.3%	80
2022 Q4	$710K	Buy	+4,866	New	+$706K	0.31%	73
2022 Q1	–	Sell	-1,313	Closed	-$239K	–	188
2021 Q4	$239K	Buy	+1,313	New	+$242K	0.1%	157

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

Keystone Wealth Services's MTUM Position: Q2 2026 in Review

Keystone Wealth Services increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 8.7% in Q2 2026, buying an estimated $21.8K and bringing the position to 909 shares worth $312K. The position accounts for 0.06% of the portfolio, ranked #253.

Keystone Wealth Services first reported a position in MTUM in Q4 2021 and has held it in 6 quarters since. The position peaked at $735K in Q1 2023. 1,206 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

Keystone Wealth Services held 909 shares of iShares MSCI USA Momentum Factor ETF worth $312K as of Q2 2026.
Keystone Wealth Services bought 73 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $21.8K.
iShares MSCI USA Momentum Factor ETF made up 0.06% of Keystone Wealth Services's portfolio in Q2 2026, its #253 holding.
Keystone Wealth Services first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2021 and has held it in 6 quarters since.
Keystone Wealth Services's iShares MSCI USA Momentum Factor ETF position peaked at $735K in Q1 2023.
1,206 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.