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

Meridian 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 		$236K Sell
983
-300
-23% -$75.4K 0.01% 714
2025
Q4 		$321K Buy
1,283
+11
+0.9% +$2.76K 0.01% 601
2025
Q3 		$326K Sell
1,272
-13
-1% -$3.18K 0.01% 565
2025
Q2 		$309K Sell
1,285
-62
-5% -$13.5K 0.01% 555
2025
Q1 		$272K Sell
1,347
-3
-0.2% -$641 0.01% 537
2024
Q4 		$279K Hold
1,350
– – 0.01% 530
2024
Q3 		$274K Sell
1,350
-35
-3% -$6.78K 0.01% 540
2024
Q2 		$270K Buy
+1,385
New +$258K 0.03% 249
2024
Q1 		– Sell
-1,398
Closed -$219K – 387
2023
Q4 		$219K Sell
1,398
-308
-18% -$45.2K 0.01% 550
2023
Q3 		$238K Sell
1,706
-97
-5% -$14K 0.01% 487
2023
Q2 		$260K Sell
1,803
-203
-10% -$28.5K 0.02% 463
2023
Q1 		$279K Sell
2,006
-140
-7% -$19.8K 0.02% 442
2022
Q4 		$313K Buy
2,146
+168
+8% +$24.4K 0.03% 405
2022
Q3 		$259K Sell
1,978
-260
-12% -$36.5K 0.03% 395
2022
Q2 		$305K Hold
2,238
– – 0.02% 435
2022
Q1 		$377K Buy
2,238
+17
+0.8% +$2.8K 0.04% 271
2021
Q4 		$404K Sell
2,221
-60
-3% -$11.1K 0.04% 272
2021
Q3 		$400K Buy
2,281
+242
+12% +$43K 0.05% 256
2021
Q2 		$354K Buy
2,039
+48
+2% +$8.13K 0.05% 279
2021
Q1 		$320K Sell
1,991
-6
-0.3% -$992 0.05% 274
2020
Q4 		$322K Buy
1,997
+42
+2% +$6.43K 0.05% 249
2020
Q3 		$288K Buy
1,955
+146
+8% +$20.9K 0.07% 191
2020
Q2 		$236K Buy
+1,809
New +$219K 0.08% 190

Other funds holding MTUM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
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

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

Meridian Wealth Management reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 23% in Q1 2026, selling an estimated $75.4K and leaving 983 shares worth $236K. The position accounts for 0.01% of the portfolio, ranked #714.

Meridian Wealth Management first reported a position in MTUM in Q2 2020 and has held it in 23 quarters since. The position peaked at $404K in Q4 2021. 1,051 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

  • Meridian Wealth Management held 983 shares of iShares MSCI USA Momentum Factor ETF worth $236K as of Q1 2026.
  • Meridian Wealth Management sold 300 iShares MSCI USA Momentum Factor ETF shares in Q1 2026, an estimated $75.4K.
  • iShares MSCI USA Momentum Factor ETF made up 0.01% of Meridian Wealth Management's portfolio in Q1 2026, its #714 holding.
  • Meridian Wealth Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2020 and has held it in 23 quarters since.
  • Meridian Wealth Management's iShares MSCI USA Momentum Factor ETF position peaked at $404K in Q4 2021.
  • 1,051 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.