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

Lakeridge 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 		$563K Buy
1,641
+760
+86% +$227K 0.21% 95
2026
Q1 		$212K Sell
881
-111
-11% -$27.9K 0.09% 162
2025
Q4 		$248K Buy
992
+112
+13% +$28.1K 0.11% 141
2025
Q3 		$226K Sell
880
-231
-21% -$56.6K 0.1% 137
2025
Q2 		$267K Sell
1,111
-226
-17% -$49.3K 0.12% 126
2025
Q1 		$270K Buy
1,337
+249
+23% +$53.2K 0.14% 128
2024
Q4 		$225K Buy
+1,088
New +$228K 0.12% 138

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

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

Lakeridge Wealth Management increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 86% in Q2 2026, buying an estimated $227K and bringing the position to 1,641 shares worth $563K. The position accounts for 0.21% of the portfolio, ranked #95.

Lakeridge Wealth Management first reported a position in MTUM in Q4 2024 and has held it in 7 quarters since. 1,206 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Lakeridge Wealth Management held 1,641 shares of iShares MSCI USA Momentum Factor ETF worth $563K as of Q2 2026.
  • Lakeridge Wealth Management bought 760 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $227K.
  • iShares MSCI USA Momentum Factor ETF made up 0.21% of Lakeridge Wealth Management's portfolio in Q2 2026, its #95 holding.
  • Lakeridge Wealth Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,206 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.