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

Madson 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
2026
Q2 		$258K Sell
751
-581
-44% -$173K 0.18% 85
2026
Q1 		$320K Buy
+1,332
New +$335K 0.27% 63

Other funds holding MTUM

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

Madson Wealth Advisors's MTUM Position: Q2 2026 in Review

Madson Wealth Advisors reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 44% in Q2 2026, selling an estimated $173K and leaving 751 shares worth $258K. The position accounts for 0.18% of the portfolio, ranked #85.

Madson Wealth Advisors first reported a position in MTUM in Q1 2026 and has held it in 2 quarters since. The position peaked at $320K in Q1 2026. 1,200 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Madson Wealth Advisors held 751 shares of iShares MSCI USA Momentum Factor ETF worth $258K as of Q2 2026.
  • Madson Wealth Advisors sold 581 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $173K.
  • iShares MSCI USA Momentum Factor ETF made up 0.18% of Madson Wealth Advisors's portfolio in Q2 2026, its #85 holding.
  • Madson Wealth Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2026 and has held it in 2 quarters since.
  • Madson Wealth Advisors's iShares MSCI USA Momentum Factor ETF position peaked at $320K in Q1 2026.
  • 1,200 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Madson Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.