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Naples Global Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Naples Global 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 		$258K Buy
+752
New +$224K 0.02% 426

Other funds holding MTUM

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Naples Global Advisors's MTUM Position: Q2 2026 in Review

Naples Global Advisors opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2026: 752 shares worth $258K. The stake represents 0.02% of the portfolio and ranks #426 among its holdings.

404 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Naples Global Advisors held 752 shares of iShares MSCI USA Momentum Factor ETF worth $258K as of Q2 2026.
  • iShares MSCI USA Momentum Factor ETF was a new Naples Global Advisors position in Q2 2026.
  • iShares MSCI USA Momentum Factor ETF made up 0.02% of Naples Global Advisors's portfolio in Q2 2026, its #426 holding.
  • 404 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Naples Global Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.