MWM
MTUM icon

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

Maridea 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 		$1.73M Sell
5,051
-533
-10% -$159K 0.19% 131
2026
Q1 		$1.34M Sell
5,584
-1,361
-20% -$342K 0.19% 122
2025
Q4 		$1.74M Sell
6,945
-467
-6% -$117K 0.26% 104
2025
Q3 		$1.88M Buy
7,412
+124
+2% +$30.4K 0.29% 83
2025
Q2 		$1.75M Buy
7,288
+5,603
+333% +$1.22M 0.46% 52
2025
Q1 		$341K Buy
1,685
+669
+66% +$143K 0.11% 170
2024
Q4 		$210K Buy
+1,016
New +$213K 0.07% 220

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

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

Maridea Wealth Management reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 9.5% in Q2 2026, selling an estimated $159K and leaving 5,051 shares worth $1.73M. The position accounts for 0.19% of the portfolio, ranked #131.

Maridea Wealth Management first reported a position in MTUM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.88M in Q3 2025. 1,209 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Maridea Wealth Management held 5,051 shares of iShares MSCI USA Momentum Factor ETF worth $1.73M as of Q2 2026.
  • Maridea Wealth Management sold 533 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $159K.
  • iShares MSCI USA Momentum Factor ETF made up 0.19% of Maridea Wealth Management's portfolio in Q2 2026, its #131 holding.
  • Maridea Wealth Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2024 and has held it in 7 quarters since.
  • Maridea Wealth Management's iShares MSCI USA Momentum Factor ETF position peaked at $1.88M in Q3 2025.
  • 1,209 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.