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

ORG 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
2026 Q3	$166K	Sell	2,096 -12,784	-86%	-$987K	0.03%	277
2026 Q2	$1.28M	Sell	14,880 -100	-0.7%	-$7.46K	0.19%	67
2026 Q1	$899K	Buy	14,980 +4,560	+44%	+$286K	0.18%	77
2025 Q4	$652K	Buy	10,420 +676	+7%	+$42.4K	0.15%	98
2025 Q3	$625K	Sell	9,744 -120	-1%	-$7.35K	0.13%	104
2025 Q2	$585K	Buy	9,864 +1,468	+17%	+$80.1K	0.14%	102
2025 Q1	$427K	Buy	8,396 +868	+12%	+$46.4K	0.13%	130
2024 Q4	$389K	Buy	7,528 +2,040	+37%	+$107K	0.12%	81
2024 Q3	$278K	Buy	+5,488	New	+$266K	0.09%	99

Other funds holding MTUM

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

ORG Wealth Partners's MTUM Position: Q3 2026 in Review

ORG Wealth Partners reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 86% in Q3 2026, selling an estimated $987K and leaving 2,096 shares worth $166K. The position accounts for 0.03% of the portfolio, ranked #277.

ORG Wealth Partners first reported a position in MTUM in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.28M in Q2 2026. 704 funds tracked by Wall St. Rank hold MTUM as of Q3 2026.

ORG Wealth Partners held 2,096 shares of iShares MSCI USA Momentum Factor ETF worth $166K as of Q3 2026.
ORG Wealth Partners sold 12,784 iShares MSCI USA Momentum Factor ETF shares in Q3 2026, an estimated $987K.
iShares MSCI USA Momentum Factor ETF made up 0.03% of ORG Wealth Partners's portfolio in Q3 2026, its #277 holding.
ORG Wealth Partners first reported a position in iShares MSCI USA Momentum Factor ETF in Q3 2024 and has held it in 9 quarters since.
ORG Wealth Partners's iShares MSCI USA Momentum Factor ETF position peaked at $1.28M in Q2 2026.
704 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2026.

Based on ORG Wealth Partners's 13F filing for Q3 2026, filed 3 Nov 2026.