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

Pacific Excel 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 		– Sell
-1,045
Closed -$251K – 292
2026
Q1 		$251K Buy
1,045
+236
+29% +$59.3K 0.26% 117
2025
Q4 		$203K Buy
+809
New +$203K 0.38% 89

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 22.96% 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
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 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
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

Pacific Excel Wealth Advisors's MTUM Position: Q2 2026 in Review

Pacific Excel Wealth Advisors sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2026, closing a stake of 1,045 shares — an estimated $251K sold.

Pacific Excel Wealth Advisors first reported a position in MTUM in Q4 2025 and held it in 2 quarters. The position peaked at $251K in Q1 2026. 1,206 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Pacific Excel Wealth Advisors reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q2 2026 after selling out during the quarter.
  • Pacific Excel Wealth Advisors sold 1,045 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $251K.
  • Pacific Excel Wealth Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2025 and held it in 2 quarters.
  • Pacific Excel Wealth Advisors's iShares MSCI USA Momentum Factor ETF position peaked at $251K in Q1 2026.
  • 1,206 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.