Millstone Evans Group’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Millstone Evans Group’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	$21.3K	Sell	62 -20	-24%	-$5.97K	0.01%	493
2026 Q1	$19.7K	Sell	82 -26	-24%	-$6.53K	0.01%	482
2025 Q4	$27K	Buy	108 +27	+33%	+$6.78K	0.02%	433
2025 Q3	$20.8K	Hold	81	–	–	0.01%	449
2025 Q2	$19.5K	Sell	81 -13	-14%	-$2.84K	0.01%	450
2025 Q1	$19K	Hold	94	–	–	0.01%	450
2024 Q4	$19.4K	Buy	+94	New	+$19.7K	0.01%	423

Other funds holding MTUM

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

EWM

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

Millstone Evans Group's MTUM Position: Q2 2026 in Review

Millstone Evans Group reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 24% in Q2 2026, selling an estimated $5.97K and leaving 62 shares worth $21.3K. The position accounts for 0.01% of the portfolio, ranked #493.

Millstone Evans Group first reported a position in MTUM in Q4 2024 and has held it in 7 quarters since. The position peaked at $27K in Q4 2025. 1,051 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

Millstone Evans Group held 62 shares of iShares MSCI USA Momentum Factor ETF worth $21.3K as of Q2 2026.
Millstone Evans Group sold 20 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $5.97K.
iShares MSCI USA Momentum Factor ETF made up 0.01% of Millstone Evans Group's portfolio in Q2 2026, its #493 holding.
Millstone Evans Group first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2024 and has held it in 7 quarters since.
Millstone Evans Group's iShares MSCI USA Momentum Factor ETF position peaked at $27K in Q4 2025.
1,051 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.