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Nova Wealth Management’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Nova Wealth Management’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
2025
Q3 		– Sell
-2
Closed -$481 – 698
2025
Q2 		$481 Buy
+2
New +$436 ﹤0.01% 715

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Raymond James Financial
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LPL Financial
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AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Nova Wealth Management's MTUM Position: Q3 2025 in Review

Nova Wealth Management sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q3 2025, closing a stake of 2 shares — an estimated $481 sold.

Nova Wealth Management first reported a position in MTUM in Q2 2025 and held it in 1 quarter. The position peaked at $481 in Q2 2025. 981 funds tracked by Wall St. Rank hold MTUM as of Q3 2025.

  • Nova Wealth Management reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q3 2025 after selling out during the quarter.
  • Nova Wealth Management sold 2 iShares MSCI USA Momentum Factor ETF shares in Q3 2025, an estimated $481.
  • Nova Wealth Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2025 and held it in 1 quarter.
  • Nova Wealth Management's iShares MSCI USA Momentum Factor ETF position peaked at $481 in Q2 2025.
  • 981 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2025.

Based on Nova Wealth Management's 13F filing for Q3 2025, filed 7 Oct 2025.