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

Laurel Oak 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 		$306K Hold
892
– – 0.04% 284
2026
Q1 		$214K Sell
892
-39
-4% -$9.8K 0.04% 326
2025
Q4 		$233K Buy
+931
New +$234K 0.04% 311

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

Laurel Oak Wealth Management's MTUM Position: Q2 2026 in Review

Laurel Oak Wealth Management held its iShares MSCI USA Momentum Factor ETF (MTUM) position steady in Q2 2026 at 892 shares worth $306K. The position accounts for 0.04% of the portfolio, ranked #284.

Laurel Oak Wealth Management first reported a position in MTUM in Q4 2025 and has held it in 3 quarters since. 1,206 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Laurel Oak Wealth Management held 892 shares of iShares MSCI USA Momentum Factor ETF worth $306K as of Q2 2026.
  • Laurel Oak Wealth Management left its iShares MSCI USA Momentum Factor ETF share count unchanged in Q2 2026.
  • iShares MSCI USA Momentum Factor ETF made up 0.04% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #284 holding.
  • Laurel Oak Wealth Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,206 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.