LWM
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
Q2 		$2.32M Sell
6,779
-30
-0.4% -$8.95K 0.82% 35
2026
Q1 		$1.63M Buy
6,809
+345
+5% +$86.7K 0.65% 48
2025
Q4 		$1.62M Sell
6,464
-240
-4% -$60.3K 0.66% 46
2025
Q3 		$1.72M Buy
6,704
+113
+2% +$27.7K 0.77% 47
2025
Q2 		$1.58M Sell
6,591
-102
-2% -$22.3K 0.77% 43
2025
Q1 		$1.35M Sell
6,693
-183
-3% -$39.1K 0.72% 50
2024
Q4 		$1.42M Sell
6,876
-17
-0.2% -$3.56K 0.71% 52
2024
Q3 		$1.4M Buy
6,893
+1,650
+31% +$320K 0.7% 54
2024
Q2 		$1.02M Buy
5,243
+148
+3% +$27.6K 0.54% 61
2024
Q1 		$955K Buy
5,095
+220
+5% +$38.4K 0.5% 61
2023
Q4 		$765K Buy
4,875
+260
+6% +$38.2K 0.44% 65
2023
Q3 		$645K Buy
4,615
+1,424
+45% +$206K 0.45% 58
2023
Q2 		$460K Buy
+3,191
New +$449K 0.32% 80

Other funds holding MTUM

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 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
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

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

Lodestone Wealth Management reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 0.44% in Q2 2026, selling an estimated $8.95K and leaving 6,779 shares worth $2.32M. The position accounts for 0.82% of the portfolio, ranked #35.

Lodestone Wealth Management first reported a position in MTUM in Q2 2023 and has held it in 13 quarters since. 492 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Lodestone Wealth Management held 6,779 shares of iShares MSCI USA Momentum Factor ETF worth $2.32M as of Q2 2026.
  • Lodestone Wealth Management sold 30 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $8.95K.
  • iShares MSCI USA Momentum Factor ETF made up 0.82% of Lodestone Wealth Management's portfolio in Q2 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 13 quarters since.
  • 492 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.