Orgel Wealth Management’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Orgel Wealth Management’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	$271M	Buy	854,260 +181,536	+27%	+$56.1M	5.12%	7
2026 Q2	$231M	Sell	672,724 -10,975	-2%	-$3.28M	4.37%	9
2026 Q1	$164M	Buy	683,699 +7,238	+1%	+$1.82M	3.54%	12
2025 Q4	$169M	Buy	676,461 +12,400	+2%	+$3.11M	3.74%	10
2025 Q3	$170M	Buy	664,061 +4,280	+0.6%	+$1.05M	3.88%	9
2025 Q2	$159M	Buy	+659,781	New	+$144M	3.82%	9

Other funds holding MTUM

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

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

1WM

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

SCM

Stonehearth Capital Management Danvers, Massachusetts $292M AUM 22.71% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

TWM

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 13.83% 1-Year Est. Return

SFBLI

Southern Farm Bureau Life Insurance Jackson, Mississippi $1.08B AUM 9.42% 1-Year Est. Return

Solidarity Wealth Lehi, Utah $578M AUM 17.12% 1-Year Est. Return

Orgel Wealth Management's MTUM Position: Q3 2026 in Review

Orgel Wealth Management increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 27% in Q3 2026, buying an estimated $56.1M and bringing the position to 854,260 shares worth $271M. The position accounts for 5.12% of the portfolio, ranked #7.

Orgel Wealth Management first reported a position in MTUM in Q2 2025 and has held it in 6 quarters since. 155 funds tracked by Wall St. Rank hold MTUM as of Q3 2026.

Orgel Wealth Management held 854,260 shares of iShares MSCI USA Momentum Factor ETF worth $271M as of Q3 2026.
Orgel Wealth Management bought 181,536 iShares MSCI USA Momentum Factor ETF shares in Q3 2026, an estimated $56.1M.
iShares MSCI USA Momentum Factor ETF made up 5.12% of Orgel Wealth Management's portfolio in Q3 2026, its #7 holding.
Orgel Wealth Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2025 and has held it in 6 quarters since.
155 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2026.

Based on Orgel Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.