KWM
MTUM icon

KFG Wealth Management’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

KFG Wealth Management’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
2025
Q3 		– Sell
-23,374
Closed -$5.62M – 209
2025
Q2 		$5.62M Buy
+23,374
New +$5.1M 0.9% 21

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 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

KFG Wealth Management's MTUM Position: Q3 2025 in Review

KFG Wealth Management sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q3 2025, closing a stake of 23,374 shares — an estimated $5.62M sold.

KFG Wealth Management first reported a position in MTUM in Q2 2025 and held it in 1 quarter. The position peaked at $5.62M in Q2 2025. 985 funds tracked by Wall St. Rank hold MTUM as of Q3 2025.

  • KFG Wealth Management reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q3 2025 after selling out during the quarter.
  • KFG Wealth Management sold 23,374 iShares MSCI USA Momentum Factor ETF shares in Q3 2025, an estimated $5.62M.
  • KFG Wealth Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2025 and held it in 1 quarter.
  • KFG Wealth Management's iShares MSCI USA Momentum Factor ETF position peaked at $5.62M in Q2 2025.
  • 985 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2025.

Based on KFG Wealth Management's 13F filing for Q3 2025, filed 7 Oct 2025.