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

Liberty 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 		$9.23M Hold
38,474
– – 1.15% 21
2026
Q1 		$9.23M Buy
38,474
+8,331
+28% +$2.09M 1.15% 21
2025
Q4 		$7.54M Sell
30,143
-133
-0.4% -$33.4K 0.97% 28
2025
Q3 		$7.76M Buy
30,276
+1,269
+4% +$311K 1.09% 26
2025
Q2 		$6.97M Buy
29,007
+1,352
+5% +$295K 1.09% 25
2025
Q1 		$5.59M Buy
27,655
+2,258
+9% +$483K 1.07% 26
2024
Q4 		$5.25M Buy
+25,397
New +$5.32M 0.88% 29
2024
Q3 		– Sell
-1,555
Closed -$303K – 244
2024
Q2 		$303K Sell
1,555
-1,365
-47% -$255K 0.06% 156
2024
Q1 		$547K Buy
+2,920
New +$510K 0.11% 99
2023
Q2 		– Sell
-3,271
Closed -$455K – 216
2023
Q1 		$455K Buy
+3,271
New +$462K 0.09% 132
2022
Q2 		– Sell
-2,230
Closed -$375K – 165
2022
Q1 		$375K Buy
+2,230
New +$367K 0.14% 96
2021
Q4 		– Sell
-2,518
Closed -$464K – 104
2021
Q3 		$442K Sell
2,518
-12,857
-84% -$2.28M 0.16% 84
2021
Q2 		$2.67M Buy
15,375
+2,652
+21% +$449K 1.04% 22
2021
Q1 		$2.14M Hold
12,723
– – 1.04% 20
2020
Q4 		$2.14M Buy
12,723
+12,338
+3,205% +$1.89M 1.05% 20
2020
Q3 		$57K Buy
385
+197
+105% +$28.1K 0.03% 210
2020
Q2 		$25K Buy
188
+9
+5% +$1.09K 0.02% 345
2020
Q1 		$19K Sell
179
-1,207
-87% -$149K 0.02% 366
2019
Q4 		$174K Sell
1,386
-2,833
-67% -$344K 0.14% 113
2019
Q3 		$503K Buy
4,219
+995
+31% +$120K 0.48% 41
2019
Q2 		$382K Buy
3,224
+182
+6% +$20.8K 0.34% 62
2019
Q1 		$341K Sell
3,042
-2,179
-42% -$234K 0.26% 58
2018
Q4 		$523K Buy
+5,221
New +$559K 0.39% 35

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

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

Liberty Wealth Management held its iShares MSCI USA Momentum Factor ETF (MTUM) position steady in Q2 2026 at 38,474 shares worth $9.23M. The position accounts for 1.15% of the portfolio, ranked #21.

Liberty Wealth Management first reported a position in MTUM in Q4 2018 and has held it in 23 quarters since. 1,207 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Liberty Wealth Management held 38,474 shares of iShares MSCI USA Momentum Factor ETF worth $9.23M as of Q2 2026.
  • Liberty Wealth Management left its iShares MSCI USA Momentum Factor ETF share count unchanged in Q2 2026.
  • iShares MSCI USA Momentum Factor ETF made up 1.15% of Liberty Wealth Management's portfolio in Q2 2026, its #21 holding.
  • Liberty Wealth Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2018 and has held it in 23 quarters since.
  • 1,207 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.