Lodestone Wealth Management
MTUM icon

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

Lodestone 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
Q3 		$2.35M Buy
29,600
+2,484
+9% +$192K 0.79% 35
2026
Q2 		$2.32M Sell
27,116
-120
-0.4% -$8.95K 0.82% 35
2026
Q1 		$1.63M Buy
27,236
+1,380
+5% +$86.7K 0.65% 48
2025
Q4 		$1.62M Sell
25,856
-960
-4% -$60.3K 0.66% 46
2025
Q3 		$1.72M Buy
26,816
+452
+2% +$27.7K 0.77% 47
2025
Q2 		$1.58M Sell
26,364
-408
-2% -$22.3K 0.77% 43
2025
Q1 		$1.35M Sell
26,772
-732
-3% -$39.1K 0.72% 50
2024
Q4 		$1.42M Sell
27,504
-68
-0.2% -$3.56K 0.71% 52
2024
Q3 		$1.4M Buy
27,572
+6,600
+31% +$320K 0.7% 54
2024
Q2 		$1.02M Buy
20,972
+592
+3% +$27.6K 0.54% 61
2024
Q1 		$955K Buy
20,380
+880
+5% +$38.4K 0.5% 61
2023
Q4 		$765K Buy
19,500
+1,040
+6% +$38.2K 0.44% 65
2023
Q3 		$645K Buy
18,460
+5,696
+45% +$206K 0.45% 58
2023
Q2 		$460K Buy
+12,764
New +$449K 0.32% 80

Other funds holding MTUM

State of Michigan Retirement System
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Symmetry Partners
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Lodestone Wealth Management's MTUM Position: Q3 2026 in Review

Lodestone Wealth Management increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 9.2% in Q3 2026, buying an estimated $192K and bringing the position to 29,600 shares worth $2.35M. The position accounts for 0.79% of the portfolio, ranked #35.

Lodestone Wealth Management first reported a position in MTUM in Q2 2023 and has held it in 14 quarters since. 734 funds tracked by Wall St. Rank hold MTUM as of Q3 2026.

  • Lodestone Wealth Management held 29,600 shares of iShares MSCI USA Momentum Factor ETF worth $2.35M as of Q3 2026.
  • Lodestone Wealth Management bought 2,484 iShares MSCI USA Momentum Factor ETF shares in Q3 2026, an estimated $192K.
  • iShares MSCI USA Momentum Factor ETF made up 0.79% of Lodestone Wealth Management's portfolio in Q3 2026, its #35 holding.
  • Lodestone Wealth Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2023 and has held it in 14 quarters since.
  • 734 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.