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MTUM icon

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

Networth 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 		$74.8K Buy
+218
New +$65.1K 0.04% 90
2026
Q1 		– Sell
-31
Closed -$7.88K – 423
2025
Q4 		$7.88K Buy
+31
New +$7.78K 0.01% 166

Other funds holding MTUM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
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
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

Networth Advisors's MTUM Position: Q2 2026 in Review

Networth Advisors opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2026: 218 shares worth $74.8K. The stake represents 0.04% of the portfolio and ranks #90 among its holdings. This is a return to the name: Networth Advisors previously reported a position in MTUM as recently as Q4 2025.

Networth Advisors first reported a position in MTUM in Q4 2025 and has held it in 2 quarters since. 751 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Networth Advisors held 218 shares of iShares MSCI USA Momentum Factor ETF worth $74.8K as of Q2 2026.
  • iShares MSCI USA Momentum Factor ETF was a new Networth Advisors position in Q2 2026.
  • iShares MSCI USA Momentum Factor ETF made up 0.04% of Networth Advisors's portfolio in Q2 2026, its #90 holding.
  • Networth Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2025 and has held it in 2 quarters since.
  • 751 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Networth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.