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Lowe Wealth Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Lowe Wealth Advisors’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
Q3 		$7.18K Hold
28
– – ﹤0.01% 270
2025
Q2 		$6.73K Hold
28
– – ﹤0.01% 270
2025
Q1 		$5.66K Hold
28
– – ﹤0.01% 278
2024
Q4 		$5.79K Buy
+28
New +$5.87K ﹤0.01% 265

Other funds holding MTUM

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lowe Wealth Advisors's MTUM Position: Q3 2025 in Review

Lowe Wealth Advisors held its iShares MSCI USA Momentum Factor ETF (MTUM) position steady in Q3 2025 at 28 shares worth $7.18K. The position accounts for ﹤0.01% of the portfolio, ranked #270.

Lowe Wealth Advisors first reported a position in MTUM in Q4 2024 and has held it in 4 quarters since. 981 funds tracked by Wall St. Rank hold MTUM as of Q3 2025.

  • Lowe Wealth Advisors held 28 shares of iShares MSCI USA Momentum Factor ETF worth $7.18K as of Q3 2025.
  • Lowe Wealth Advisors left its iShares MSCI USA Momentum Factor ETF share count unchanged in Q3 2025.
  • iShares MSCI USA Momentum Factor ETF made up ﹤0.01% of Lowe Wealth Advisors's portfolio in Q3 2025, its #270 holding.
  • Lowe Wealth Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2024 and has held it in 4 quarters since.
  • 981 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.