Lineweaver Wealth Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Lineweaver Wealth Advisors’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	$5.61M	Sell	16,367 -13,802	-46%	-$4.12M	0.66%	36
2026 Q1	$7.24M	Buy	30,169 +692	+2%	+$174K	0.98%	23
2025 Q4	$7.38M	Buy	29,477 +561	+2%	+$141K	1%	24
2025 Q3	$7.42M	Sell	28,916 -504	-2%	-$123K	1.09%	21
2025 Q2	$7.07M	Buy	29,420 +515	+2%	+$112K	1.12%	23
2025 Q1	$5.86M	Buy	28,905 +1,968	+7%	+$421K	1%	23
2024 Q4	$5.59M	Buy	+26,937	New	+$5.64M	1.03%	25
2021 Q3	–	Sell	-17,082	Closed	-$2.96M	–	141
2021 Q2	$2.96M	Buy	+17,082	New	+$2.89M	0.97%	25

Other funds holding MTUM

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Lineweaver Wealth Advisors's MTUM Position: Q2 2026 in Review

Lineweaver Wealth Advisors reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 46% in Q2 2026, selling an estimated $4.12M and leaving 16,367 shares worth $5.61M. The position accounts for 0.66% of the portfolio, ranked #36.

Lineweaver Wealth Advisors first reported a position in MTUM in Q2 2021 and has held it in 8 quarters since. The position peaked at $7.42M in Q3 2025. 1,207 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

Lineweaver Wealth Advisors held 16,367 shares of iShares MSCI USA Momentum Factor ETF worth $5.61M as of Q2 2026.
Lineweaver Wealth Advisors sold 13,802 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $4.12M.
iShares MSCI USA Momentum Factor ETF made up 0.66% of Lineweaver Wealth Advisors's portfolio in Q2 2026, its #36 holding.
Lineweaver Wealth Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2021 and has held it in 8 quarters since.
Lineweaver Wealth Advisors's iShares MSCI USA Momentum Factor ETF position peaked at $7.42M in Q3 2025.
1,207 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Lineweaver Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.