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Moneta Group Investment Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Moneta Group Investment Advisors’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 		$605K Sell
1,766
-185
-9% -$55.2K ﹤0.01% 500
2026
Q1 		$468K Sell
1,951
-122
-6% -$30.7K ﹤0.01% 521
2025
Q4 		$519K Buy
2,073
+132
+7% +$33.1K ﹤0.01% 492
2025
Q3 		$498K Buy
1,941
+243
+14% +$59.5K ﹤0.01% 496
2025
Q2 		$408K Sell
1,698
-529
-24% -$115K ﹤0.01% 487
2025
Q1 		$450K Buy
2,227
+543
+32% +$116K 0.01% 441
2024
Q4 		$348K Buy
1,684
+306
+22% +$64.1K ﹤0.01% 501
2024
Q3 		$279K Sell
1,378
-112
-8% -$21.7K ﹤0.01% 537
2024
Q2 		$290K Sell
1,490
-30
-2% -$5.6K ﹤0.01% 492
2024
Q1 		$285K Buy
1,520
+82
+6% +$14.3K ﹤0.01% 500
2023
Q4 		$226K Hold
1,438
– – ﹤0.01% 507
2023
Q3 		$201K Sell
1,438
-21
-1% -$3.03K ﹤0.01% 492
2023
Q2 		$210K Sell
1,459
-128
-8% -$18K ﹤0.01% 503
2023
Q1 		$221K Sell
1,587
-30
-2% -$4.23K 0.01% 477
2022
Q4 		$235K Buy
+1,617
New +$235K 0.01% 408
2022
Q2 		– Sell
-1,474
Closed -$248K – 490
2022
Q1 		$248K Buy
1,474
+88
+6% +$14.5K 0.01% 385
2021
Q4 		$252K Sell
1,386
-112
-7% -$20.6K 0.01% 417
2021
Q3 		$263K Sell
1,498
-215
-13% -$38.2K 0.01% 385
2021
Q2 		$297K Sell
1,713
-245
-13% -$41.5K 0.01% 369
2021
Q1 		$315K Buy
1,958
+693
+55% +$115K 0.02% 324
2020
Q4 		$204K Buy
+1,265
New +$194K 0.01% 300
2020
Q3 		– Sell
-1,718
Closed -$225K – 284
2020
Q2 		$225K Sell
1,718
-6,161
-78% -$746K 0.02% 229
2020
Q1 		$839K Buy
+7,879
New +$974K 0.09% 119
2018
Q3 		– Sell
-1,868
Closed -$205K – 317
2018
Q2 		$205K Buy
+1,868
New +$204K 0.02% 245

Other funds holding MTUM

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

Moneta Group Investment Advisors's MTUM Position: Q2 2026 in Review

Moneta Group Investment Advisors reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 9.5% in Q2 2026, selling an estimated $55.2K and leaving 1,766 shares worth $605K. The position accounts for ﹤0.01% of the portfolio, ranked #500.

Moneta Group Investment Advisors first reported a position in MTUM in Q2 2018 and has held it in 24 quarters since. The position peaked at $839K in Q1 2020. 1,210 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Moneta Group Investment Advisors held 1,766 shares of iShares MSCI USA Momentum Factor ETF worth $605K as of Q2 2026.
  • Moneta Group Investment Advisors sold 185 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $55.2K.
  • iShares MSCI USA Momentum Factor ETF made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #500 holding.
  • Moneta Group Investment Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2018 and has held it in 24 quarters since.
  • Moneta Group Investment Advisors's iShares MSCI USA Momentum Factor ETF position peaked at $839K in Q1 2020.
  • 1,210 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.