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

Momentum Wealth Planning’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
Q3 		– Sell
-878
Closed -$211K – 47
2025
Q2 		$211K Buy
+878
New +$192K 0.18% 38

Other funds holding MTUM

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Momentum Wealth Planning's MTUM Position: Q3 2025 in Review

Momentum Wealth Planning sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q3 2025, closing a stake of 878 shares — an estimated $211K sold.

Momentum Wealth Planning first reported a position in MTUM in Q2 2025 and held it in 1 quarter. The position peaked at $211K in Q2 2025. 981 funds tracked by Wall St. Rank hold MTUM as of Q3 2025.

  • Momentum Wealth Planning reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q3 2025 after selling out during the quarter.
  • Momentum Wealth Planning sold 878 iShares MSCI USA Momentum Factor ETF shares in Q3 2025, an estimated $211K.
  • Momentum Wealth Planning first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2025 and held it in 1 quarter.
  • Momentum Wealth Planning's iShares MSCI USA Momentum Factor ETF position peaked at $211K in Q2 2025.
  • 981 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2025.

Based on Momentum Wealth Planning's 13F filing for Q3 2025, filed 12 Nov 2025.