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

Parkworth 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
2025
Q2 		$961 Hold
4
– – ﹤0.01% 426
2025
Q1 		$809 Hold
4
– – ﹤0.01% 303
2024
Q4 		$828 Buy
+4
New +$838 ﹤0.01% 322

Other funds holding MTUM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Parkworth Wealth Management's MTUM Position: Q2 2025 in Review

Parkworth Wealth Management held its iShares MSCI USA Momentum Factor ETF (MTUM) position steady in Q2 2025 at 4 shares worth $961. The position accounts for ﹤0.01% of the portfolio, ranked #426.

Parkworth Wealth Management first reported a position in MTUM in Q4 2024 and has held it in 3 quarters since. 955 funds tracked by Wall St. Rank hold MTUM as of Q2 2025.

  • Parkworth Wealth Management held 4 shares of iShares MSCI USA Momentum Factor ETF worth $961 as of Q2 2025.
  • Parkworth Wealth Management left its iShares MSCI USA Momentum Factor ETF share count unchanged in Q2 2025.
  • iShares MSCI USA Momentum Factor ETF made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #426 holding.
  • Parkworth Wealth Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2024 and has held it in 3 quarters since.
  • 955 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.