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Oxford Wealth Group’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Oxford Wealth Group’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 		$4.05M Sell
16,876
-1,123
-6% -$282K 2.21% 13
2025
Q4 		$4.51M Buy
+17,999
New +$4.52M 2.19% 9
2024
Q4 		$12.2M Buy
58,856
+41,180
+233% +$8.63M 7.87% 4
2024
Q3 		$3.58M Sell
17,676
-3,248
-16% -$629K 2.92% 8
2024
Q2 		$4.08M Buy
20,924
+5,964
+40% +$1.11M 2.8% 9
2024
Q1 		$2.8M Buy
+14,960
New +$2.61M 2.55% 10

Other funds holding MTUM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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 $22.6B AUM 40.24% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Oxford Wealth Group's MTUM Position: Q1 2026 in Review

Oxford Wealth Group reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 6.2% in Q1 2026, selling an estimated $282K and leaving 16,876 shares worth $4.05M. The position accounts for 2.21% of the portfolio, ranked #13.

Oxford Wealth Group first reported a position in MTUM in Q1 2024 and has held it in 6 quarters since. The position peaked at $12.2M in Q4 2024. 1,052 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

  • Oxford Wealth Group held 16,876 shares of iShares MSCI USA Momentum Factor ETF worth $4.05M as of Q1 2026.
  • Oxford Wealth Group sold 1,123 iShares MSCI USA Momentum Factor ETF shares in Q1 2026, an estimated $282K.
  • iShares MSCI USA Momentum Factor ETF made up 2.21% of Oxford Wealth Group's portfolio in Q1 2026, its #13 holding.
  • Oxford Wealth Group first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2024 and has held it in 6 quarters since.
  • Oxford Wealth Group's iShares MSCI USA Momentum Factor ETF position peaked at $12.2M in Q4 2024.
  • 1,052 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on Oxford Wealth Group's 13F filing for Q1 2026, filed 11 May 2026.