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

Olistico Wealth’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 		$7.3K Buy
+23
New +$7.1K ﹤0.01% 286

Other funds holding MTUM

GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
BHPW
Box Hill Private Wealth Scottsdale, Arizona $138M AUM 23.69% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Olistico Wealth's MTUM Position: Q3 2026 in Review

Olistico Wealth opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q3 2026: 23 shares worth $7.3K. The stake represents ﹤0.01% of the portfolio and ranks #286 among its holdings.

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

  • Olistico Wealth held 23 shares of iShares MSCI USA Momentum Factor ETF worth $7.3K as of Q3 2026.
  • iShares MSCI USA Momentum Factor ETF was a new Olistico Wealth position in Q3 2026.
  • iShares MSCI USA Momentum Factor ETF made up ﹤0.01% of Olistico Wealth's portfolio in Q3 2026, its #286 holding.
  • 9 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.