PWM
MTUM icon

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

Palumbo 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 		$966K Sell
2,819
-33
-1% -$9.85K 0.2% 82
2026
Q1 		$685K Hold
2,852
– – 0.17% 96
2025
Q4 		$714K Buy
+2,852
New +$716K 0.18% 94
2025
Q3 		– Sell
-2,840
Closed -$682K – 210
2025
Q2 		$682K Buy
2,840
+5
+0.2% +$1.09K 0.21% 80
2025
Q1 		$573K Buy
2,835
+6
+0.2% +$1.28K 0.19% 83
2024
Q4 		$585K Buy
2,829
+8
+0.3% +$1.68K 0.22% 77
2024
Q3 		$572K Sell
2,821
-52
-2% -$10.1K 0.22% 78
2024
Q2 		$560K Sell
2,873
-777
-21% -$145K 0.24% 76
2024
Q1 		$684K Sell
3,650
-232
-6% -$40.5K 0.31% 63
2023
Q4 		$609K Sell
3,882
-168
-4% -$24.7K 0.31% 62
2023
Q3 		$566K Sell
4,050
-191
-5% -$27.6K 0.31% 61
2023
Q2 		$612K Buy
4,241
+179
+4% +$25.2K 0.37% 52
2023
Q1 		$565K Sell
4,062
-214
-5% -$30.2K 0.38% 52
2022
Q4 		$624K Sell
4,276
-284
-6% -$41.2K 0.5% 46
2022
Q3 		$598K Buy
4,560
+28
+0.6% +$3.93K 0.51% 45
2022
Q2 		$618K Sell
4,532
-62,701
-93% -$9.21M 0.49% 46
2022
Q1 		$11.3M Sell
67,233
-1,715
-2% -$282K 7.27% 1
2021
Q4 		$12.5M Buy
68,948
+6,897
+11% +$1.27M 7.85% 3
2021
Q3 		$10.9M Sell
62,051
-869
-1% -$154K 7.18% 4
2021
Q2 		$10.9M Buy
62,920
+3,501
+6% +$593K 7.32% 3
2021
Q1 		$9.56M Buy
59,419
+2,820
+5% +$466K 7.2% 3
2020
Q4 		$9.13M Buy
+56,599
New +$8.67M 7.37% 4

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

Palumbo Wealth Management's MTUM Position: Q2 2026 in Review

Palumbo Wealth Management reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 1.2% in Q2 2026, selling an estimated $9.85K and leaving 2,819 shares worth $966K. The position accounts for 0.2% of the portfolio, ranked #82.

Palumbo Wealth Management first reported a position in MTUM in Q4 2020 and has held it in 22 quarters since. The position peaked at $12.5M in Q4 2021. 1,206 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Palumbo Wealth Management held 2,819 shares of iShares MSCI USA Momentum Factor ETF worth $966K as of Q2 2026.
  • Palumbo Wealth Management sold 33 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $9.85K.
  • iShares MSCI USA Momentum Factor ETF made up 0.2% of Palumbo Wealth Management's portfolio in Q2 2026, its #82 holding.
  • Palumbo Wealth Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2020 and has held it in 22 quarters since.
  • Palumbo Wealth Management's iShares MSCI USA Momentum Factor ETF position peaked at $12.5M in Q4 2021.
  • 1,206 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Palumbo Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.