LWM
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
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

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

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

LongView Wealth Management increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 21% in Q2 2026, buying an estimated $158K and bringing the position to 3,062 shares worth $1.05M. The position accounts for 0.27% of the portfolio, ranked #82.

LongView Wealth Management first reported a position in MTUM in Q4 2023 and has held it in 11 quarters since. 212 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • LongView Wealth Management held 3,062 shares of iShares MSCI USA Momentum Factor ETF worth $1.05M as of Q2 2026.
  • LongView Wealth Management bought 531 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $158K.
  • iShares MSCI USA Momentum Factor ETF made up 0.27% of LongView Wealth Management's portfolio in Q2 2026, its #82 holding.
  • LongView Wealth Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2023 and has held it in 11 quarters since.
  • 212 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.