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

Moulton 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	$1.6M	Buy	+4,873	New	+$1.45M	1.05%	20
2026 Q1	–	Sell	-7,636	Closed	-$1.93M	–	64
2025 Q4	$1.93M	Sell	7,636 -204	-3%	-$51.2K	1.83%	17
2025 Q3	$2.01M	Buy	7,840 +534	+7%	+$131K	1.46%	19
2025 Q2	$1.75M	Buy	+7,306	New	+$1.59M	1.32%	18
2025 Q1	–	Sell	-3,385	Closed	-$700K	–	39
2024 Q4	$700K	Sell	3,385 -2,034	-38%	-$426K	0.54%	32
2024 Q3	$1.1M	Sell	5,419 -6,266	-54%	-$1.21M	0.92%	22
2024 Q2	$2.35M	Buy	+11,685	New	+$2.18M	2.13%	14

Other funds holding MTUM

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

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

Moulton Wealth Management opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2026: 4,873 shares worth $1.6M. The stake represents 1.05% of the portfolio and ranks #20 among its holdings. This is a return to the name: Moulton Wealth Management previously reported a position in MTUM as recently as Q4 2025.

Moulton Wealth Management first reported a position in MTUM in Q2 2024 and has held it in 7 quarters since. The position peaked at $2.35M in Q2 2024. 1,209 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

Moulton Wealth Management held 4,873 shares of iShares MSCI USA Momentum Factor ETF worth $1.6M as of Q2 2026.
iShares MSCI USA Momentum Factor ETF was a new Moulton Wealth Management position in Q2 2026.
iShares MSCI USA Momentum Factor ETF made up 1.05% of Moulton Wealth Management's portfolio in Q2 2026, its #20 holding.
Moulton Wealth Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2024 and has held it in 7 quarters since.
Moulton Wealth Management's iShares MSCI USA Momentum Factor ETF position peaked at $2.35M in Q2 2024.
1,209 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Moulton Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.