MWM
MTUM icon

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

Mosley 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
Q2 		$643K Sell
1,876
-8,347
-82% -$2.49M 0.2% 82
2026
Q1 		$2.62M Buy
10,223
+50
+0.5% +$12.6K 1.19% 19
2025
Q4 		$2.6M Buy
+10,173
New +$2.55M 1.19% 19
2024
Q4 		$2.12M Buy
9,820
+5,679
+137% +$1.19M 1.32% 17
2024
Q3 		$864K Buy
4,141
+354
+9% +$68.6K 0.59% 33
2024
Q2 		$738K Buy
3,787
+4
+0.1% +$746 0.63% 30
2024
Q1 		$709K Buy
3,783
+260
+7% +$45.4K 0.67% 33
2023
Q4 		$553K Buy
+3,523
New +$517K 0.55% 39

Other funds holding MTUM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Mosley Wealth Management's MTUM Position: Q2 2026 in Review

Mosley Wealth Management reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 82% in Q2 2026, selling an estimated $2.49M and leaving 1,876 shares worth $643K. The position accounts for 0.2% of the portfolio, ranked #82.

Mosley Wealth Management first reported a position in MTUM in Q4 2023 and has held it in 8 quarters since. The position peaked at $2.62M in Q1 2026. 789 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Mosley Wealth Management held 1,876 shares of iShares MSCI USA Momentum Factor ETF worth $643K as of Q2 2026.
  • Mosley Wealth Management sold 8,347 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $2.49M.
  • iShares MSCI USA Momentum Factor ETF made up 0.2% of Mosley Wealth Management's portfolio in Q2 2026, its #82 holding.
  • Mosley Wealth Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2023 and has held it in 8 quarters since.
  • Mosley Wealth Management's iShares MSCI USA Momentum Factor ETF position peaked at $2.62M in Q1 2026.
  • 789 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.