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Newman Dignan & Sheerar Inc’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Newman Dignan & Sheerar Inc’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 		$511K Sell
1,491
-100
-6% -$29.8K 0.1% 124
2026
Q1 		$382K Hold
1,591
– – 0.08% 143
2025
Q4 		$398K Buy
1,591
+1
+0.1% +$251 0.08% 134
2025
Q3 		$408K Buy
1,590
+101
+7% +$24.7K 0.09% 127
2025
Q2 		$358K Hold
1,489
– – 0.08% 140
2025
Q1 		$301K Sell
1,489
-8
-0.5% -$1.71K 0.08% 137
2024
Q4 		$310K Hold
1,497
– – 0.08% 139
2024
Q3 		$309K Hold
1,497
– – 0.07% 143
2024
Q2 		$292K Buy
1,497
+8
+0.5% +$1.49K 0.08% 147
2024
Q1 		$279K Hold
1,489
– – 0.07% 150
2023
Q4 		$234K Hold
1,489
– – 0.07% 155
2023
Q3 		$208K Hold
1,489
– – 0.07% 162
2023
Q2 		$215K Hold
1,489
– – 0.07% 176
2023
Q1 		$207K Sell
1,489
-150
-9% -$21.2K 0.07% 179
2022
Q4 		$239K Buy
1,639
+10
+0.6% +$1.45K 0.08% 167
2022
Q3 		$214 Sell
1,629
-200
-11% -$28K 0.03% 171
2022
Q2 		$249K Hold
1,829
– – 0.09% 166
2022
Q1 		$308 Hold
1,829
– – 0.06% 145
2021
Q4 		$333K Hold
1,829
– – 0.1% 146
2021
Q3 		$321K Hold
1,829
– – 0.09% 146
2021
Q2 		$317K Hold
1,829
– – 0.11% 142
2021
Q1 		$294K Hold
1,829
– – 0.11% 143
2020
Q4 		$295 Hold
1,829
– – 0.05% 130
2020
Q3 		$270K Hold
1,829
– – 0.11% 136
2020
Q2 		$255K Buy
+1,829
New +$221K 0.11% 126

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

Newman Dignan & Sheerar Inc's MTUM Position: Q2 2026 in Review

Newman Dignan & Sheerar Inc reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 6.3% in Q2 2026, selling an estimated $29.8K and leaving 1,491 shares worth $511K. The position accounts for 0.1% of the portfolio, ranked #124.

Newman Dignan & Sheerar Inc first reported a position in MTUM in Q2 2020 and has held it in 25 quarters since. 352 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Newman Dignan & Sheerar Inc held 1,491 shares of iShares MSCI USA Momentum Factor ETF worth $511K as of Q2 2026.
  • Newman Dignan & Sheerar Inc sold 100 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $29.8K.
  • iShares MSCI USA Momentum Factor ETF made up 0.1% of Newman Dignan & Sheerar Inc's portfolio in Q2 2026, its #124 holding.
  • Newman Dignan & Sheerar Inc first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2020 and has held it in 25 quarters since.
  • 352 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q2 2026, filed 14 Jul 2026.