N.E.W. Advisory Services’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History
Bought
Maintained
Sold
Other funds holding MTUM
BTI
SOMRS
EWM
OWM
N.E.W. Advisory Services's MTUM Position: Q2 2026 in Review
N.E.W. Advisory Services reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 65% in Q2 2026, selling an estimated $8.95K and leaving 16 shares worth $5.49K. The position accounts for ﹤0.01% of the portfolio, ranked #733.
N.E.W. Advisory Services first reported a position in MTUM in Q1 2025 and has held it in 6 quarters since. The position peaked at $11K in Q1 2026. 920 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.
- N.E.W. Advisory Services held 16 shares of iShares MSCI USA Momentum Factor ETF worth $5.49K as of Q2 2026.
- N.E.W. Advisory Services sold 30 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $8.95K.
- iShares MSCI USA Momentum Factor ETF made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #733 holding.
- N.E.W. Advisory Services first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2025 and has held it in 6 quarters since.
- N.E.W. Advisory Services's iShares MSCI USA Momentum Factor ETF position peaked at $11K in Q1 2026.
- 920 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.
Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.