LongView Wealth Management
MTUM icon

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

LongView 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 		$586K Sell
1,846
-1,216
-40% -$375K 0.14% 125
2026
Q2 		$1.05M Buy
3,062
+531
+21% +$158K 0.27% 82
2026
Q1 		$684K Sell
2,531
-76
-3% -$19.1K 0.17% 117
2025
Q4 		$675K Sell
2,607
-57
-2% -$14.3K 0.16% 115
2025
Q3 		$683K Buy
2,664
+109
+4% +$26.7K 0.19% 101
2025
Q2 		$614K Buy
2,555
+27
+1% +$5.89K 0.19% 102
2025
Q1 		$511K Sell
2,528
-201
-7% -$43K 0.15% 113
2024
Q4 		$565K Buy
2,729
+54
+2% +$11.3K 0.17% 108
2024
Q3 		$542K Hold
2,675
– – 0.17% 100
2024
Q2 		$521K Hold
2,675
– – 0.19% 95
2024
Q1 		$501K Buy
2,675
+100
+4% +$17.5K 0.2% 100
2023
Q4 		$404K Buy
+2,575
New +$378K 0.18% 110

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
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
Symmetry Partners
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return
Balentine LLC
Balentine LLC Atlanta, Georgia $2.7B AUM 14.25% 1-Year Est. Return
High Probability Advisors
High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

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

LongView Wealth Management reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 40% in Q3 2026, selling an estimated $375K and leaving 1,846 shares worth $586K. The position accounts for 0.14% of the portfolio, ranked #125.

LongView Wealth Management first reported a position in MTUM in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.05M in Q2 2026. 596 funds tracked by Wall St. Rank hold MTUM as of Q3 2026.

  • LongView Wealth Management held 1,846 shares of iShares MSCI USA Momentum Factor ETF worth $586K as of Q3 2026.
  • LongView Wealth Management sold 1,216 iShares MSCI USA Momentum Factor ETF shares in Q3 2026, an estimated $375K.
  • iShares MSCI USA Momentum Factor ETF made up 0.14% of LongView Wealth Management's portfolio in Q3 2026, its #125 holding.
  • LongView Wealth Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2023 and has held it in 12 quarters since.
  • LongView Wealth Management's iShares MSCI USA Momentum Factor ETF position peaked at $1.05M in Q2 2026.
  • 596 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2026.

Based on LongView Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.