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

Oxinas Partners 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 		$711K Sell
2,074
-4
-0.2% -$1.19K 0.28% 68
2026
Q1 		$499K Hold
2,078
– – 0.23% 79
2025
Q4 		$520K Sell
2,078
-89
-4% -$22.3K 0.25% 69
2025
Q3 		$556K Sell
2,167
-148
-6% -$36.2K 0.3% 66
2025
Q2 		$556K Sell
2,315
-24
-1% -$5.24K 0.29% 74
2025
Q1 		$473K Buy
2,339
+49
+2% +$10.5K 0.28% 76
2024
Q4 		$474K Sell
2,290
-385
-14% -$80.7K 0.28% 75
2024
Q3 		$542K Sell
2,675
-7
-0.3% -$1.36K 0.33% 67
2024
Q2 		$523K Sell
2,682
-229
-8% -$42.7K 0.35% 67
2024
Q1 		$545K Sell
2,911
-1
-0% -$175 0.35% 62
2023
Q4 		$457K Sell
2,912
-28
-1% -$4.11K 0.32% 64
2023
Q3 		$411K Hold
2,940
– – 0.31% 63
2023
Q2 		$424K Buy
2,940
+1
+0% +$141 0.28% 73
2023
Q1 		$409K Buy
2,939
+10
+0.3% +$1.41K 0.29% 71
2022
Q4 		$427K Sell
2,929
-213
-7% -$30.9K 0.36% 58
2022
Q3 		$412K Sell
3,142
-16
-0.5% -$2.24K 0.34% 60
2022
Q2 		$431K Sell
3,158
-11
-0.3% -$1.61K 0.33% 61
2022
Q1 		$533K Buy
3,169
+46
+1% +$7.57K 0.33% 61
2021
Q4 		$568K Buy
3,123
+33
+1% +$6.08K 0.32% 76
2021
Q3 		$543K Buy
3,090
+13
+0.4% +$2.31K 0.32% 80
2021
Q2 		$534K Sell
3,077
-175
-5% -$29.6K 0.31% 82
2021
Q1 		$523K Sell
3,252
-7
-0.2% -$1.16K 0.33% 79
2020
Q4 		$526K Buy
+3,259
New +$499K 0.39% 68

Other funds holding MTUM

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State of Michigan Retirement System
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

Oxinas Partners Wealth Management's MTUM Position: Q2 2026 in Review

Oxinas Partners Wealth Management reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 0.19% in Q2 2026, selling an estimated $1.19K and leaving 2,074 shares worth $711K. The position accounts for 0.28% of the portfolio, ranked #68.

Oxinas Partners Wealth Management first reported a position in MTUM in Q4 2020 and has held it in 23 quarters since. 1,211 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Oxinas Partners Wealth Management held 2,074 shares of iShares MSCI USA Momentum Factor ETF worth $711K as of Q2 2026.
  • Oxinas Partners Wealth Management sold 4 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $1.19K.
  • iShares MSCI USA Momentum Factor ETF made up 0.28% of Oxinas Partners Wealth Management's portfolio in Q2 2026, its #68 holding.
  • Oxinas Partners Wealth Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,211 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Oxinas Partners Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.