Outlook Wealth Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Outlook Wealth Advisors’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	$243K	Buy	+709	New	+$212K	0.05%	280
2019 Q4	–	Sell	-11,986	Closed	-$1.43M	–	153
2019 Q3	$1.43M	Buy	11,986 +4,835	+68%	+$583K	0.85%	33
2019 Q2	$848K	Buy	7,151 +4,078	+133%	+$467K	0.56%	45
2019 Q1	$345K	Buy	+3,073	New	+$330K	0.28%	93

Other funds holding MTUM

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

Outlook Wealth Advisors's MTUM Position: Q2 2026 in Review

Outlook Wealth Advisors opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2026: 709 shares worth $243K. The stake represents 0.05% of the portfolio and ranks #280 among its holdings. This is a return to the name: Outlook Wealth Advisors previously reported a position in MTUM as recently as Q3 2019.

Outlook Wealth Advisors first reported a position in MTUM in Q1 2019 and has held it in 4 quarters since. The position peaked at $1.43M in Q3 2019. 1,207 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

Outlook Wealth Advisors held 709 shares of iShares MSCI USA Momentum Factor ETF worth $243K as of Q2 2026.
iShares MSCI USA Momentum Factor ETF was a new Outlook Wealth Advisors position in Q2 2026.
iShares MSCI USA Momentum Factor ETF made up 0.05% of Outlook Wealth Advisors's portfolio in Q2 2026, its #280 holding.
Outlook Wealth Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2019 and has held it in 4 quarters since.
Outlook Wealth Advisors's iShares MSCI USA Momentum Factor ETF position peaked at $1.43M in Q3 2019.
1,207 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.