MPWT
MTUM icon

MassMutual Private Wealth & Trust’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

MassMutual Private Wealth & Trust’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 		$1.37K Buy
+4
New +$1.19K ﹤0.01% 2098
2025
Q4 		– Sell
-224
Closed -$57.4K – 2431
2025
Q3 		$57.4K Buy
224
+179
+398% +$43.8K ﹤0.01% 755
2025
Q2 		$10.8K Sell
45
-45
-50% -$9.82K ﹤0.01% 1328
2025
Q1 		$18.2K Buy
+90
New +$19.2K ﹤0.01% 1064
2024
Q4 		– Sell
-34
Closed -$6.89K – 2340
2024
Q3 		$6.89K Buy
+34
New +$6.58K ﹤0.01% 1257
2023
Q2 		– Sell
-69
Closed -$9.59K – 1995
2023
Q1 		$9.59K Buy
69
+26
+60% +$3.67K ﹤0.01% 953
2022
Q4 		$6K Buy
+43
New +$6.24K ﹤0.01% 947
2021
Q4 		– Sell
-90
Closed -$16K – 1456
2021
Q3 		$16K Hold
90
– – ﹤0.01% 626
2021
Q2 		$16K Buy
+90
New +$15.2K ﹤0.01% 611
2020
Q2 		– Sell
-86
Closed -$9K – 789
2020
Q1 		$9K Buy
+86
New +$10.6K ﹤0.01% 529
2018
Q4 		– Hold
0
– – – 1025
2018
Q3 		– Hold
0
– – – 1072

Other funds holding MTUM

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $828M AUM 20.38% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return