Newbridge Financial Services Group’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Newbridge Financial Services 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 Q2	$14.8K	Buy	43 +31	+258%	+$9.25K	﹤0.01%	783
2026 Q1	$2.88K	Hold	12	–	–	﹤0.01%	990
2025 Q4	$3K	Buy	+12	New	+$3.01K	﹤0.01%	976
2022 Q4	–	Sell	-21	Closed	-$3K	–	1490
2022 Q3	$3K	Buy	+21	New	+$2.94K	﹤0.01%	1140
2022 Q1	–	Sell	-6	Closed	-$1K	–	1511
2021 Q4	$1K	Hold	6	–	–	﹤0.01%	1344
2021 Q3	$1K	Hold	6	–	–	﹤0.01%	1284
2021 Q2	$1K	Hold	6	–	–	﹤0.01%	1371
2021 Q1	$1K	Buy	+6	New	+$992	﹤0.01%	1296

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

Newbridge Financial Services Group's MTUM Position: Q2 2026 in Review

Newbridge Financial Services Group increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 258% in Q2 2026, buying an estimated $9.25K and bringing the position to 43 shares worth $14.8K. The position accounts for ﹤0.01% of the portfolio, ranked #783.

Newbridge Financial Services Group first reported a position in MTUM in Q1 2021 and has held it in 8 quarters since. 1,206 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

Newbridge Financial Services Group held 43 shares of iShares MSCI USA Momentum Factor ETF worth $14.8K as of Q2 2026.
Newbridge Financial Services Group bought 31 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $9.25K.
iShares MSCI USA Momentum Factor ETF made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #783 holding.
Newbridge Financial Services Group first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2021 and has held it in 8 quarters since.
1,206 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.