Larson Financial Group
MTUM icon

Larson Financial Group’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Larson Financial Group’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
Q3 		$720K Buy
9,080
+1,276
+16% +$98.5K 0.02% 467
2026
Q2 		$669K Buy
7,804
+316
+4% +$23.6K 0.02% 474
2026
Q1 		$449K Buy
7,488
+576
+8% +$36.2K 0.01% 509
2025
Q4 		$432K Sell
6,912
-300
-4% -$18.8K 0.01% 501
2025
Q3 		$462K Buy
7,212
+848
+13% +$51.9K 0.02% 484
2025
Q2 		$382K Buy
6,364
+352
+6% +$19.2K 0.02% 504
2025
Q1 		$304K Buy
6,012
+244
+4% +$13K 0.01% 526
2024
Q4 		$298K Buy
5,768
+56
+1% +$2.93K 0.02% 479
2024
Q3 		$289K Sell
5,712
-292
-5% -$14.1K 0.02% 483
2024
Q2 		$292K Buy
6,004
+760
+14% +$35.5K 0.02% 368
2024
Q1 		$246K Buy
5,244
+92
+2% +$4.02K 0.02% 353
2023
Q4 		$202K Buy
5,152
+320
+7% +$11.7K 0.02% 353
2023
Q3 		$169K Buy
4,832
+588
+14% +$21.2K 0.02% 359
2023
Q2 		$153K Buy
4,244
+300
+8% +$10.5K 0.02% 358
2023
Q1 		$137K Buy
3,944
+8
+0.2% +$282 0.01% 378
2022
Q4 		$144K Sell
3,936
-92
-2% -$3.34K 0.02% 344
2022
Q3 		$132K Buy
4,028
+3,716
+1,191% +$130K 0.02% 324
2022
Q2 		$11K Buy
312
+72
+30% +$2.64K ﹤0.01% 697
2022
Q1 		$10K Hold
240
– – ﹤0.01% 661
2021
Q4 		$11K Sell
240
-200
-45% -$9.21K ﹤0.01% 667
2021
Q3 		$19K Buy
+440
New +$19.5K ﹤0.01% 476

Other funds holding MTUM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
State of Michigan Retirement System
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Larson Financial Group's MTUM Position: Q3 2026 in Review

Larson Financial Group increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 16% in Q3 2026, buying an estimated $98.5K and bringing the position to 9,080 shares worth $720K. The position accounts for 0.02% of the portfolio, ranked #467.

Larson Financial Group first reported a position in MTUM in Q3 2021 and has held it in 21 quarters since. 1,030 funds tracked by Wall St. Rank hold MTUM as of Q3 2026.

  • Larson Financial Group held 9,080 shares of iShares MSCI USA Momentum Factor ETF worth $720K as of Q3 2026.
  • Larson Financial Group bought 1,276 iShares MSCI USA Momentum Factor ETF shares in Q3 2026, an estimated $98.5K.
  • iShares MSCI USA Momentum Factor ETF made up 0.02% of Larson Financial Group's portfolio in Q3 2026, its #467 holding.
  • Larson Financial Group first reported a position in iShares MSCI USA Momentum Factor ETF in Q3 2021 and has held it in 21 quarters since.
  • 1,030 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.