Nemes Rush Group
MTUM icon

Nemes Rush Group’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Nemes Rush Group’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
Q3 		$69.5K Buy
876
+8
+0.9% +$618 0.01% 310
2026
Q2 		$74.4K Hold
868
– – 0.01% 323
2026
Q1 		$52.1K Hold
868
– – 0.01% 355
2025
Q4 		$54.4K Buy
+868
New +$54.5K 0.01% 334

Other funds holding MTUM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State of Michigan Retirement System
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Nemes Rush Group's MTUM Position: Q3 2026 in Review

Nemes Rush Group increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 0.92% in Q3 2026, buying an estimated $618 and bringing the position to 876 shares worth $69.5K. The position accounts for 0.01% of the portfolio, ranked #310.

Nemes Rush Group first reported a position in MTUM in Q4 2025 and has held it in 4 quarters since. The position peaked at $74.4K in Q2 2026. 802 funds tracked by Wall St. Rank hold MTUM as of Q3 2026.

  • Nemes Rush Group held 876 shares of iShares MSCI USA Momentum Factor ETF worth $69.5K as of Q3 2026.
  • Nemes Rush Group bought 8 iShares MSCI USA Momentum Factor ETF shares in Q3 2026, an estimated $618.
  • iShares MSCI USA Momentum Factor ETF made up 0.01% of Nemes Rush Group's portfolio in Q3 2026, its #310 holding.
  • Nemes Rush Group first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2025 and has held it in 4 quarters since.
  • Nemes Rush Group's iShares MSCI USA Momentum Factor ETF position peaked at $74.4K in Q2 2026.
  • 802 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2026.

Based on Nemes Rush Group's 13F filing for Q3 2026, filed 4 Nov 2026.