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 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

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.25B AUM 17.77% 1-Year Est. Return

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $828M AUM 20.38% 1-Year Est. Return