MinichMacGregor Wealth Management
MTUM icon

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

MinichMacGregor 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
Q3 		$301K Sell
3,796
-620
-14% -$47.9K 0.05% 112
2026
Q2 		$378K Sell
4,416
-104
-2% -$7.76K 0.06% 96
2026
Q1 		$271K Sell
4,520
-336
-7% -$21.1K 0.05% 106
2025
Q4 		$304K Buy
+4,856
New +$305K 0.06% 98
2025
Q1 		– Sell
-6,740
Closed -$349K – 138
2024
Q4 		$349K Buy
6,740
+36
+0.5% +$1.89K 0.07% 86
2024
Q3 		$340K Buy
6,704
+252
+4% +$12.2K 0.07% 82
2024
Q2 		$314K Buy
6,452
+44
+0.7% +$2.05K 0.08% 82
2024
Q1 		$300K Buy
+6,408
New +$280K 0.08% 86
2021
Q1 		– Sell
-48,416
Closed -$1.95M – 85
2020
Q4 		$1.95M Buy
48,416
+860
+2% +$32.9K 0.8% 34
2020
Q3 		$1.75M Buy
47,556
+15,080
+46% +$539K 0.83% 30
2020
Q2 		$1.06M Buy
+32,476
New +$983K 0.59% 29
2018
Q4 		– Sell
-4,240
Closed -$126K – 345
2018
Q3 		$126K Sell
4,240
-748
-15% -$21.5K 0.08% 69
2018
Q2 		$137K Buy
4,988
+224
+5% +$6.13K 0.1% 57
2018
Q1 		$126K Buy
+4,764
New +$130K 0.1% 56

Other funds holding MTUM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
State of Michigan Retirement System
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

MinichMacGregor Wealth Management's MTUM Position: Q3 2026 in Review

MinichMacGregor Wealth Management reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 14% in Q3 2026, selling an estimated $47.9K and leaving 3,796 shares worth $301K. The position accounts for 0.05% of the portfolio, ranked #112.

MinichMacGregor Wealth Management first reported a position in MTUM in Q1 2018 and has held it in 14 quarters since. The position peaked at $1.95M in Q4 2020. 1,030 funds tracked by Wall St. Rank hold MTUM as of Q3 2026.

  • MinichMacGregor Wealth Management held 3,796 shares of iShares MSCI USA Momentum Factor ETF worth $301K as of Q3 2026.
  • MinichMacGregor Wealth Management sold 620 iShares MSCI USA Momentum Factor ETF shares in Q3 2026, an estimated $47.9K.
  • iShares MSCI USA Momentum Factor ETF made up 0.05% of MinichMacGregor Wealth Management's portfolio in Q3 2026, its #112 holding.
  • MinichMacGregor Wealth Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2018 and has held it in 14 quarters since.
  • MinichMacGregor Wealth Management's iShares MSCI USA Momentum Factor ETF position peaked at $1.95M in Q4 2020.
  • 1,030 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.