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

MGB 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
2025
Q4 		$940K Buy
3,754
+616
+20% +$155K 0.27% 76
2025
Q3 		$805K Buy
3,138
+1,347
+75% +$330K 0.23% 93
2025
Q2 		$430K Buy
1,791
+254
+17% +$55.4K 0.14% 135
2025
Q1 		$311K Buy
1,537
+749
+95% +$160K 0.11% 166
2024
Q4 		$163K Buy
788
+56
+8% +$11.7K 0.05% 205
2024
Q3 		$148K Buy
+732
New +$142K 0.05% 202

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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MGB Wealth Management's MTUM Position: Q4 2025 in Review

MGB Wealth Management increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 20% in Q4 2025, buying an estimated $155K and bringing the position to 3,754 shares worth $940K. The position accounts for 0.27% of the portfolio, ranked #76.

MGB Wealth Management first reported a position in MTUM in Q3 2024 and has held it in 6 quarters since. 1,049 funds tracked by Wall St. Rank hold MTUM as of Q4 2025.

  • MGB Wealth Management held 3,754 shares of iShares MSCI USA Momentum Factor ETF worth $940K as of Q4 2025.
  • MGB Wealth Management bought 616 iShares MSCI USA Momentum Factor ETF shares in Q4 2025, an estimated $155K.
  • iShares MSCI USA Momentum Factor ETF made up 0.27% of MGB Wealth Management's portfolio in Q4 2025, its #76 holding.
  • MGB Wealth Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q3 2024 and has held it in 6 quarters since.
  • 1,049 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.