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

Maripau 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 Q1	$349K	Sell	1,456 -201	-12%	-$50.5K	0.15%	117
2025 Q4	$415K	Buy	1,657 +537	+48%	+$135K	0.19%	100
2025 Q3	$287K	Sell	1,120 -336	-23%	-$82.3K	0.14%	114
2025 Q2	$350K	Buy	1,456 +276	+23%	+$60.2K	0.18%	103
2025 Q1	$238K	Buy	1,180 +5	+0.4%	+$1.07K	0.14%	117
2024 Q4	$243K	Buy	+1,175	New	+$246K	0.14%	120
2024 Q2	–	Sell	-1,112	Closed	-$208K	–	164
2024 Q1	$208K	Buy	+1,112	New	+$194K	0.16%	131
2023 Q3	–	Sell	-1,509	Closed	-$218K	–	110
2023 Q2	$218K	Sell	1,509 -3,888	-72%	-$547K	0.19%	90
2023 Q1	$750K	Sell	5,397 -88	-2%	-$12.4K	0.78%	28
2022 Q4	$784K	Buy	5,485 +24	+0.4%	+$3.48K	0.82%	30
2022 Q3	$806K	Buy	+5,461	New	+$766K	0.87%	31
2022 Q2	–	Sell	-1,971	Closed	-$305K	–	85
2022 Q1	$305K	Buy	+1,971	New	+$324K	0.28%	65

Other funds holding MTUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Maripau Wealth Management's MTUM Position: Q1 2026 in Review

Maripau Wealth Management reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 12% in Q1 2026, selling an estimated $50.5K and leaving 1,456 shares worth $349K. The position accounts for 0.15% of the portfolio, ranked #117.

Maripau Wealth Management first reported a position in MTUM in Q1 2022 and has held it in 12 quarters since. The position peaked at $806K in Q3 2022. 1,051 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

Maripau Wealth Management held 1,456 shares of iShares MSCI USA Momentum Factor ETF worth $349K as of Q1 2026.
Maripau Wealth Management sold 201 iShares MSCI USA Momentum Factor ETF shares in Q1 2026, an estimated $50.5K.
iShares MSCI USA Momentum Factor ETF made up 0.15% of Maripau Wealth Management's portfolio in Q1 2026, its #117 holding.
Maripau Wealth Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2022 and has held it in 12 quarters since.
Maripau Wealth Management's iShares MSCI USA Momentum Factor ETF position peaked at $806K in Q3 2022.
1,051 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on Maripau Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.