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Optivise Advisory Services’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Optivise Advisory Services’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 		$905K Buy
+2,641
New +$788K 0.46% 59
2025
Q3 		– Sell
-6,536
Closed -$1.57M – 234
2025
Q2 		$1.57M Hold
6,536
– – 0.8% 30
2025
Q1 		$1.32M Hold
6,536
– – 0.74% 30
2024
Q4 		$1.35M Hold
6,536
– – 0.73% 36
2024
Q3 		$1.33M Hold
6,536
– – 0.7% 37
2024
Q2 		$1.27M Buy
+6,536
New +$1.22M 0.69% 38

Other funds holding MTUM

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Optivise Advisory Services's MTUM Position: Q2 2026 in Review

Optivise Advisory Services opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2026: 2,641 shares worth $905K. The stake represents 0.46% of the portfolio and ranks #59 among its holdings. This is a return to the name: Optivise Advisory Services previously reported a position in MTUM as recently as Q2 2025.

Optivise Advisory Services first reported a position in MTUM in Q2 2024 and has held it in 6 quarters since. The position peaked at $1.57M in Q2 2025. 212 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Optivise Advisory Services held 2,641 shares of iShares MSCI USA Momentum Factor ETF worth $905K as of Q2 2026.
  • iShares MSCI USA Momentum Factor ETF was a new Optivise Advisory Services position in Q2 2026.
  • iShares MSCI USA Momentum Factor ETF made up 0.46% of Optivise Advisory Services's portfolio in Q2 2026, its #59 holding.
  • Optivise Advisory Services first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2024 and has held it in 6 quarters since.
  • Optivise Advisory Services's iShares MSCI USA Momentum Factor ETF position peaked at $1.57M in Q2 2025.
  • 212 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.