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Lord & Richards Wealth Management’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Lord & Richards 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
2025
Q2 		– Sell
-11
Closed -$2.22K – 126
2025
Q1 		$2.22K Buy
+11
New +$2.35K ﹤0.01% 148

Other funds holding MTUM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Lord & Richards Wealth Management's MTUM Position: Q2 2025 in Review

Lord & Richards Wealth Management sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2025, closing a stake of 11 shares — an estimated $2.22K sold.

Lord & Richards Wealth Management first reported a position in MTUM in Q1 2025 and held it in 1 quarter. The position peaked at $2.22K in Q1 2025. 955 funds tracked by Wall St. Rank hold MTUM as of Q2 2025.

  • Lord & Richards Wealth Management reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q2 2025 after selling out during the quarter.
  • Lord & Richards Wealth Management sold 11 iShares MSCI USA Momentum Factor ETF shares in Q2 2025, an estimated $2.22K.
  • Lord & Richards Wealth Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2025 and held it in 1 quarter.
  • Lord & Richards Wealth Management's iShares MSCI USA Momentum Factor ETF position peaked at $2.22K in Q1 2025.
  • 955 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2025.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.