KWM
MTUM icon

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

Kingsview 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
2026
Q2 		$2.15M Sell
6,283
-1,035
-14% -$309K 0.03% 541
2026
Q1 		$1.76M Buy
7,318
+1,817
+33% +$457K 0.02% 538
2025
Q4 		$1.38M Buy
5,501
+1,782
+48% +$447K 0.02% 552
2025
Q3 		$954K Buy
3,719
+1,381
+59% +$338K 0.01% 624
2025
Q2 		$562K Buy
2,338
+1,095
+88% +$239K 0.01% 731
2025
Q1 		$251K Sell
1,243
-87
-7% -$18.6K ﹤0.01% 952
2024
Q4 		$275K Buy
1,330
+202
+18% +$42.3K 0.01% 941
2024
Q3 		$229K Buy
1,128
+75
+7% +$14.5K ﹤0.01% 979
2024
Q2 		$205K Buy
+1,053
New +$196K ﹤0.01% 982
2023
Q1 		– Sell
-1,612
Closed -$235K – 930
2022
Q4 		$235K Hold
1,612
– – 0.01% 745
2022
Q3 		$211K Buy
1,612
+39
+2% +$5.47K 0.01% 743
2022
Q2 		$215K Sell
1,573
-270
-15% -$39.6K 0.01% 749
2022
Q1 		$310K Sell
1,843
-479
-21% -$78.8K 0.01% 692
2021
Q4 		$422K Sell
2,322
-154
-6% -$28.4K 0.02% 628
2021
Q3 		$435K Sell
2,476
-88
-3% -$15.6K 0.02% 585
2021
Q2 		$445K Sell
2,564
-53
-2% -$8.98K 0.02% 590
2021
Q1 		$428K Sell
2,617
-133
-5% -$22K 0.02% 538
2020
Q4 		$444K Sell
2,750
-4,052
-60% -$621K 0.03% 470
2020
Q3 		$1M Sell
6,802
-1,110
-14% -$159K 0.09% 221
2020
Q2 		$1.04M Buy
7,912
+4,814
+155% +$583K 0.1% 199
2020
Q1 		$330K Buy
3,098
+764
+33% +$94.4K 0.04% 331
2019
Q4 		$293K Sell
2,334
-3,512
-60% -$426K 0.04% 368
2019
Q3 		$697K Sell
5,846
-1,674
-22% -$202K 0.11% 205
2019
Q2 		$892K Buy
7,520
+4,785
+175% +$548K 0.15% 166
2019
Q1 		$307K Buy
2,735
+9
+0.3% +$967 0.05% 350
2018
Q4 		$273K Buy
+2,726
New +$292K 0.06% 297
2018
Q1 		– Sell
-2,142
Closed -$221K – 403
2017
Q4 		$221K Buy
+2,142
New +$216K 0.08% 286

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

Kingsview Wealth Management's MTUM Position: Q2 2026 in Review

Kingsview Wealth Management reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 14% in Q2 2026, selling an estimated $309K and leaving 6,283 shares worth $2.15M. The position accounts for 0.03% of the portfolio, ranked #541.

Kingsview Wealth Management first reported a position in MTUM in Q4 2017 and has held it in 27 quarters since. 1,209 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Kingsview Wealth Management held 6,283 shares of iShares MSCI USA Momentum Factor ETF worth $2.15M as of Q2 2026.
  • Kingsview Wealth Management sold 1,035 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $309K.
  • iShares MSCI USA Momentum Factor ETF made up 0.03% of Kingsview Wealth Management's portfolio in Q2 2026, its #541 holding.
  • Kingsview Wealth Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2017 and has held it in 27 quarters since.
  • 1,209 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.