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ORG Partners’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

ORG 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 		$2.84M Buy
11,349
+1,584
+16% +$398K 0.5% 41
2025
Q3 		$2.53M Buy
9,765
+491
+5% +$120K 0.46% 45
2025
Q2 		$2.2M Buy
9,274
+1,297
+16% +$283K 0.47% 47
2025
Q1 		$1.62M Buy
7,977
+955
+14% +$204K 0.4% 52
2024
Q4 		$1.45M Buy
7,022
+3,668
+109% +$768K 0.2% 89
2024
Q3 		$680K Sell
3,354
-1,330
-28% -$258K 0.11% 135
2024
Q2 		$914K Buy
+4,684
New +$874K 0.11% 155
2024
Q1 		– Sell
-25
Closed -$4.43K – 880
2023
Q4 		$4.43K Buy
25
+9
+56% +$1.32K ﹤0.01% 864
2023
Q3 		$2.32K Sell
16
-169
-91% -$24.4K ﹤0.01% 1057
2023
Q2 		$27.2K Buy
+185
New +$26K ﹤0.01% 807

Other funds holding MTUM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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

ORG Partners's MTUM Position: Q4 2025 in Review

ORG Partners increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 16% in Q4 2025, buying an estimated $398K and bringing the position to 11,349 shares worth $2.84M. The position accounts for 0.5% of the portfolio, ranked #41.

ORG Partners first reported a position in MTUM in Q2 2023 and has held it in 10 quarters since. 1,049 funds tracked by Wall St. Rank hold MTUM as of Q4 2025.

  • ORG Partners held 11,349 shares of iShares MSCI USA Momentum Factor ETF worth $2.84M as of Q4 2025.
  • ORG Partners bought 1,584 iShares MSCI USA Momentum Factor ETF shares in Q4 2025, an estimated $398K.
  • iShares MSCI USA Momentum Factor ETF made up 0.5% of ORG Partners's portfolio in Q4 2025, its #41 holding.
  • ORG Partners first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2023 and has held it in 10 quarters since.
  • 1,049 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.