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

Medallion 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 		$23K Hold
67
– – 0.01% 615
2026
Q1 		$16.1K Hold
67
– – 0.01% 693
2025
Q4 		$16.8K Hold
67
– – 0.01% 669
2025
Q3 		$17.2K Hold
67
– – 0.01% 658
2025
Q2 		$15.9K Hold
67
– – 0.01% 664
2025
Q1 		$13.6K Sell
67
-60
-47% -$12.8K 0.01% 639
2024
Q4 		$26.4K Buy
+127
New +$26.6K 0.01% 517

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

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

Medallion Wealth Advisors held its iShares MSCI USA Momentum Factor ETF (MTUM) position steady in Q2 2026 at 67 shares worth $23K. The position accounts for 0.01% of the portfolio, ranked #615.

Medallion Wealth Advisors first reported a position in MTUM in Q4 2024 and has held it in 7 quarters since. The position peaked at $26.4K in Q4 2024. 1,210 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Medallion Wealth Advisors held 67 shares of iShares MSCI USA Momentum Factor ETF worth $23K as of Q2 2026.
  • Medallion Wealth Advisors left its iShares MSCI USA Momentum Factor ETF share count unchanged in Q2 2026.
  • iShares MSCI USA Momentum Factor ETF made up 0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #615 holding.
  • Medallion Wealth Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's iShares MSCI USA Momentum Factor ETF position peaked at $26.4K in Q4 2024.
  • 1,210 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.