Kings Path Partners’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Kings Path 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 Q2	$65.7K	Sell	192 -2	-1%	-$597	0.02%	166
2026 Q1	$48.4K	Hold	194	–	–	0.02%	167
2025 Q4	$48.4K	Hold	194	–	–	0.02%	167
2025 Q3	$49.6K	Hold	194	–	–	0.02%	164
2025 Q2	$46.5K	Sell	194 -35	-15%	-$7.64K	0.02%	163
2025 Q1	$46.4K	Hold	229	–	–	0.02%	157
2024 Q4	$47.5K	Sell	229 -191	-45%	-$40K	0.02%	181
2024 Q3	$85.2K	Buy	+420	New	+$81.3K	0.04%	147

Other funds holding MTUM

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

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

ACM

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

Kings Path Partners's MTUM Position: Q2 2026 in Review

Kings Path Partners reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 1% in Q2 2026, selling an estimated $597 and leaving 192 shares worth $65.7K. The position accounts for 0.02% of the portfolio, ranked #166.

Kings Path Partners first reported a position in MTUM in Q3 2024 and has held it in 8 quarters since. The position peaked at $85.2K in Q3 2024. 238 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

Kings Path Partners held 192 shares of iShares MSCI USA Momentum Factor ETF worth $65.7K as of Q2 2026.
Kings Path Partners sold 2 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $597.
iShares MSCI USA Momentum Factor ETF made up 0.02% of Kings Path Partners's portfolio in Q2 2026, its #166 holding.
Kings Path Partners first reported a position in iShares MSCI USA Momentum Factor ETF in Q3 2024 and has held it in 8 quarters since.
Kings Path Partners's iShares MSCI USA Momentum Factor ETF position peaked at $85.2K in Q3 2024.
238 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Kings Path Partners's 13F filing for Q2 2026, filed 14 Jul 2026.