Kingswood Wealth Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Kingswood Wealth Advisors’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	$8.74M	Sell	25,481 -728	-3%	-$217K	0.35%	53
2026 Q1	$6.29M	Sell	26,209 -2,295	-8%	-$577K	0.3%	73
2025 Q4	$7.13M	Buy	28,504 +9,077	+47%	+$2.28M	0.34%	55
2025 Q3	$4.98M	Buy	19,427 +380	+2%	+$93.1K	0.3%	76
2025 Q2	$4.58M	Sell	19,047 -495	-3%	-$108K	0.36%	57
2025 Q1	$3.98M	Sell	19,542 -18,760	-49%	-$4.01M	0.36%	58
2024 Q4	$7.93M	Buy	38,302 +18,922	+98%	+$3.96M	0.6%	24
2024 Q3	$3.91M	Buy	19,380 +236	+1%	+$45.7K	0.28%	78
2024 Q2	$3.73M	Buy	19,144 +27	+0.1%	+$5.04K	0.34%	66
2024 Q1	$3.58M	Sell	19,117 -552	-3%	-$96.3K	0.41%	45
2023 Q4	$3.09M	Buy	19,669 +15,599	+383%	+$2.29M	0.35%	62
2023 Q3	$572K	Sell	4,070 -16,519	-80%	-$2.38M	0.1%	221
2023 Q2	$2.97M	Buy	+20,589	New	+$2.89M	0.95%	24

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

Kingswood Wealth Advisors's MTUM Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 2.8% in Q2 2026, selling an estimated $217K and leaving 25,481 shares worth $8.74M. The position accounts for 0.35% of the portfolio, ranked #53.

Kingswood Wealth Advisors first reported a position in MTUM in Q2 2023 and has held it in 13 quarters since. 1,205 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

Kingswood Wealth Advisors held 25,481 shares of iShares MSCI USA Momentum Factor ETF worth $8.74M as of Q2 2026.
Kingswood Wealth Advisors sold 728 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $217K.
iShares MSCI USA Momentum Factor ETF made up 0.35% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #53 holding.
Kingswood Wealth Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2023 and has held it in 13 quarters since.
1,205 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.