LF
MTUM icon

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

LifeSteps Financial’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 		$559K Sell
1,631
-10
-0.6% -$2.98K 0.26% 57
2026
Q1 		$394K Sell
1,641
-1
-0.1% -$251 0.25% 59
2025
Q4 		$411K Sell
1,642
-278
-14% -$69.8K 0.26% 58
2025
Q3 		$492K Buy
1,920
+44
+2% +$10.8K 0.32% 50
2025
Q2 		$451K Hold
1,876
– – 0.31% 50
2025
Q1 		$379K Sell
1,876
-166
-8% -$35.5K 0.31% 54
2024
Q4 		$423K Sell
2,042
-119
-6% -$24.9K 0.32% 53
2024
Q3 		$438K Hold
2,161
– – 0.34% 50
2024
Q2 		$421K Hold
2,161
– – 0.35% 52
2024
Q1 		$405K Hold
2,161
– – 0.31% 51
2023
Q4 		$339K Buy
2,161
+22
+1% +$3.23K 0.3% 55
2023
Q3 		$299K Hold
2,139
– – 0.3% 55
2023
Q2 		$309K Hold
2,139
– – 0.31% 54
2023
Q1 		$297K Hold
2,139
– – 0.32% 55
2022
Q4 		$312K Sell
2,139
-14
-0.7% -$2.03K 0.33% 54
2022
Q3 		$282K Hold
2,153
– – 0.32% 56
2022
Q2 		$294K Hold
2,153
– – 0.31% 57
2022
Q1 		$362K Sell
2,153
-33
-2% -$5.43K 0.27% 61
2021
Q4 		$397K Hold
2,186
– – 0.28% 54
2021
Q3 		$384K Hold
2,186
– – 0.29% 53
2021
Q2 		$379K Hold
2,186
– – 0.29% 53
2021
Q1 		$352K Hold
2,186
– – 0.29% 53
2020
Q4 		$353K Hold
2,186
– – 0.32% 47
2020
Q3 		$322K Hold
2,186
– – 0.34% 52
2020
Q2 		$286K Sell
2,186
-193
-8% -$23.4K 0.33% 53
2020
Q1 		$253K Sell
2,379
-214
-8% -$26.4K 0.29% 62
2019
Q4 		$326K Buy
+2,593
New +$315K 0.31% 60

Other funds holding MTUM

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LifeSteps Financial's MTUM Position: Q2 2026 in Review

LifeSteps Financial reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 0.61% in Q2 2026, selling an estimated $2.98K and leaving 1,631 shares worth $559K. The position accounts for 0.26% of the portfolio, ranked #57.

LifeSteps Financial first reported a position in MTUM in Q4 2019 and has held it in 27 quarters since. 537 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • LifeSteps Financial held 1,631 shares of iShares MSCI USA Momentum Factor ETF worth $559K as of Q2 2026.
  • LifeSteps Financial sold 10 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $2.98K.
  • iShares MSCI USA Momentum Factor ETF made up 0.26% of LifeSteps Financial's portfolio in Q2 2026, its #57 holding.
  • LifeSteps Financial first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2019 and has held it in 27 quarters since.
  • 537 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.