OWP
MTUM icon

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
Q1 		$899K Buy
3,745
+1,140
+44% +$286K 0.18% 77
2025
Q4 		$652K Buy
2,605
+169
+7% +$42.4K 0.15% 98
2025
Q3 		$625K Sell
2,436
-30
-1% -$7.35K 0.13% 104
2025
Q2 		$585K Buy
2,466
+367
+17% +$80.1K 0.14% 102
2025
Q1 		$427K Buy
2,099
+217
+12% +$46.4K 0.13% 130
2024
Q4 		$389K Buy
1,882
+510
+37% +$107K 0.12% 81
2024
Q3 		$278K Buy
+1,372
New +$266K 0.09% 99

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

ORG Wealth Partners's MTUM Position: Q1 2026 in Review

ORG Wealth Partners increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 44% in Q1 2026, buying an estimated $286K and bringing the position to 3,745 shares worth $899K. The position accounts for 0.18% of the portfolio, ranked #77.

ORG Wealth Partners first reported a position in MTUM in Q3 2024 and has held it in 7 quarters since. 1,051 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

  • ORG Wealth Partners held 3,745 shares of iShares MSCI USA Momentum Factor ETF worth $899K as of Q1 2026.
  • ORG Wealth Partners bought 1,140 iShares MSCI USA Momentum Factor ETF shares in Q1 2026, an estimated $286K.
  • iShares MSCI USA Momentum Factor ETF made up 0.18% of ORG Wealth Partners's portfolio in Q1 2026, its #77 holding.
  • ORG Wealth Partners first reported a position in iShares MSCI USA Momentum Factor ETF in Q3 2024 and has held it in 7 quarters since.
  • 1,051 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on ORG Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.