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Kingdom Financial Group’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Kingdom Financial Group’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 		$266K Buy
776
+442
+132% +$132K 0.07% 130
2026
Q1 		$80.2K Sell
334
-232
-41% -$58.3K 0.02% 223
2025
Q4 		$142K Buy
+566
New +$142K 0.04% 173
2024
Q2 		– Sell
-1,490
Closed -$279K – 62
2024
Q1 		$279K Buy
+1,490
New +$260K 0.2% 47

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
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

Kingdom Financial Group's MTUM Position: Q2 2026 in Review

Kingdom Financial Group increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 132% in Q2 2026, buying an estimated $132K and bringing the position to 776 shares worth $266K. The position accounts for 0.07% of the portfolio, ranked #130.

Kingdom Financial Group first reported a position in MTUM in Q1 2024 and has held it in 4 quarters since. The position peaked at $279K in Q1 2024. 1,209 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Kingdom Financial Group held 776 shares of iShares MSCI USA Momentum Factor ETF worth $266K as of Q2 2026.
  • Kingdom Financial Group bought 442 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $132K.
  • iShares MSCI USA Momentum Factor ETF made up 0.07% of Kingdom Financial Group's portfolio in Q2 2026, its #130 holding.
  • Kingdom Financial Group first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2024 and has held it in 4 quarters since.
  • Kingdom Financial Group's iShares MSCI USA Momentum Factor ETF position peaked at $279K in Q1 2024.
  • 1,209 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Kingdom Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.