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North Point Portfolio Managers’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

North Point Portfolio Managers’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 		$20.6K Buy
+65
New +$20.1K ﹤0.01% 181

Other funds holding MTUM

Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $292M AUM 22.71% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 13.83% 1-Year Est. Return

North Point Portfolio Managers's MTUM Position: Q3 2026 in Review

North Point Portfolio Managers opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q3 2026: 65 shares worth $20.6K. The stake represents ﹤0.01% of the portfolio and ranks #181 among its holdings.

169 funds tracked by Wall St. Rank hold MTUM as of Q3 2026.

  • North Point Portfolio Managers held 65 shares of iShares MSCI USA Momentum Factor ETF worth $20.6K as of Q3 2026.
  • iShares MSCI USA Momentum Factor ETF was a new North Point Portfolio Managers position in Q3 2026.
  • iShares MSCI USA Momentum Factor ETF made up ﹤0.01% of North Point Portfolio Managers's portfolio in Q3 2026, its #181 holding.
  • 169 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2026.

Based on North Point Portfolio Managers's 13F filing for Q3 2026, filed 7 Oct 2026.