Kohmann Bosshard Financial Services’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Kohmann Bosshard Financial Services’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	$353K	Hold	1,029	–	–	0.03%	160
2026 Q1	$247K	Hold	1,029	–	–	0.02%	178
2025 Q4	$258K	Hold	1,029	–	–	0.02%	238
2025 Q3	$264K	Buy	+1,029	New	+$252K	0.03%	186
2025 Q1	–	Sell	-743	Closed	-$154K	–	599
2024 Q4	$154K	Buy	+743	New	+$156K	0.02%	208

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

Kohmann Bosshard Financial Services's MTUM Position: Q2 2026 in Review

Kohmann Bosshard Financial Services held its iShares MSCI USA Momentum Factor ETF (MTUM) position steady in Q2 2026 at 1,029 shares worth $353K. The position accounts for 0.03% of the portfolio, ranked #160.

Kohmann Bosshard Financial Services first reported a position in MTUM in Q4 2024 and has held it in 5 quarters since. 1,206 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

Kohmann Bosshard Financial Services held 1,029 shares of iShares MSCI USA Momentum Factor ETF worth $353K as of Q2 2026.
Kohmann Bosshard Financial Services left its iShares MSCI USA Momentum Factor ETF share count unchanged in Q2 2026.
iShares MSCI USA Momentum Factor ETF made up 0.03% of Kohmann Bosshard Financial Services's portfolio in Q2 2026, its #160 holding.
Kohmann Bosshard Financial Services first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2024 and has held it in 5 quarters since.
1,206 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.