O'Brien Wealth Partners’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

O'Brien Wealth Partners’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 Q4	$501K	Buy	+2,000	New	+$502K	0.07%	61

Other funds holding MTUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

O'Brien Wealth Partners's MTUM Position: Q4 2025 in Review

O'Brien Wealth Partners opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q4 2025: 2,000 shares worth $501K. The stake represents 0.07% of the portfolio and ranks #61 among its holdings.

1,053 funds tracked by Wall St. Rank hold MTUM as of Q4 2025.

O'Brien Wealth Partners held 2,000 shares of iShares MSCI USA Momentum Factor ETF worth $501K as of Q4 2025.
iShares MSCI USA Momentum Factor ETF was a new O'Brien Wealth Partners position in Q4 2025.
iShares MSCI USA Momentum Factor ETF made up 0.07% of O'Brien Wealth Partners's portfolio in Q4 2025, its #61 holding.
1,053 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q4 2025.

Based on O'Brien Wealth Partners's 13F filing for Q4 2025, filed 22 Jan 2026.