McDonald Partners’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

McDonald Partners’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	$8.57K	Buy	+25	New	+$7.46K	﹤0.01%	493

Other funds holding MTUM

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

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Portfolio Solutions

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

McDonald Partners's MTUM Position: Q2 2026 in Review

McDonald Partners opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2026: 25 shares worth $8.57K. The stake represents ﹤0.01% of the portfolio and ranks #493 among its holdings.

489 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

McDonald Partners held 25 shares of iShares MSCI USA Momentum Factor ETF worth $8.57K as of Q2 2026.
iShares MSCI USA Momentum Factor ETF was a new McDonald Partners position in Q2 2026.
iShares MSCI USA Momentum Factor ETF made up ﹤0.01% of McDonald Partners's portfolio in Q2 2026, its #493 holding.
489 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.