Montgomery Financial Services’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Montgomery Financial Services’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	$62.1K	Buy	+181	New	+$54K	0.05%	60

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Montgomery Financial Services's MTUM Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2026: 181 shares worth $62.1K. The stake represents 0.05% of the portfolio and ranks #60 among its holdings.

1,160 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

Montgomery Financial Services held 181 shares of iShares MSCI USA Momentum Factor ETF worth $62.1K as of Q2 2026.
iShares MSCI USA Momentum Factor ETF was a new Montgomery Financial Services position in Q2 2026.
iShares MSCI USA Momentum Factor ETF made up 0.05% of Montgomery Financial Services's portfolio in Q2 2026, its #60 holding.
1,160 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.