OBWG
MTUM icon

Onyx Bridge Wealth Group’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Onyx Bridge Wealth Group’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 		$619K Sell
1,805
-433
-19% -$129K 0.06% 211
2026
Q1 		$537K Hold
2,238
– – 0.06% 212
2025
Q4 		$560K Buy
2,238
+38
+2% +$9.54K 0.06% 205
2025
Q3 		$564K Buy
2,200
+824
+60% +$202K 0.06% 199
2025
Q2 		$331K Sell
1,376
-19
-1% -$4.14K 0.04% 217
2025
Q1 		$282K Sell
1,395
-12
-0.9% -$2.56K 0.04% 218
2024
Q4 		$291K Buy
1,407
+14
+1% +$2.93K 0.04% 215
2024
Q3 		$282K Buy
1,393
+1
+0.1% +$194 0.04% 216
2024
Q2 		$271K Sell
1,392
-32
-2% -$5.97K 0.04% 210
2024
Q1 		$256K Buy
1,424
+1
+0.1% +$175 0.05% 211
2023
Q4 		$223K Sell
1,423
-182
-11% -$26.7K 0.05% 223
2023
Q3 		$224K Hold
1,605
– – 0.05% 203
2023
Q2 		$232K Buy
1,605
+34
+2% +$4.78K 0.06% 202
2023
Q1 		$218K Sell
1,571
-58
-4% -$8.18K 0.09% 158
2022
Q4 		$237K Sell
1,629
-679
-29% -$98.5K 0.1% 148
2022
Q3 		$310K Buy
2,308
+585
+34% +$82K 0.14% 115
2022
Q2 		$237K Sell
1,723
-2,737
-61% -$402K 0.11% 126
2022
Q1 		$663K Sell
4,460
-136
-3% -$22.4K 0.25% 46
2021
Q4 		$835K Sell
4,596
-8,074
-64% -$1.49M 0.28% 45
2021
Q3 		$2.35M Sell
12,670
-136,130
-91% -$24.2M 0.88% 16
2021
Q2 		$25.2M Buy
148,800
+121,859
+452% +$20.6M 10.89% 2
2021
Q1 		$4.33M Buy
26,941
+932
+4% +$154K 2.17% 11
2020
Q4 		$4.2M Buy
+26,009
New +$3.99M 2.75% 12

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

Onyx Bridge Wealth Group's MTUM Position: Q2 2026 in Review

Onyx Bridge Wealth Group reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 19% in Q2 2026, selling an estimated $129K and leaving 1,805 shares worth $619K. The position accounts for 0.06% of the portfolio, ranked #211.

Onyx Bridge Wealth Group first reported a position in MTUM in Q4 2020 and has held it in 23 quarters since. The position peaked at $25.2M in Q2 2021. 448 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Onyx Bridge Wealth Group held 1,805 shares of iShares MSCI USA Momentum Factor ETF worth $619K as of Q2 2026.
  • Onyx Bridge Wealth Group sold 433 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $129K.
  • iShares MSCI USA Momentum Factor ETF made up 0.06% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #211 holding.
  • Onyx Bridge Wealth Group first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2020 and has held it in 23 quarters since.
  • Onyx Bridge Wealth Group's iShares MSCI USA Momentum Factor ETF position peaked at $25.2M in Q2 2021.
  • 448 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.