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

Physician 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 Q1	$1.87M	Sell	7,786 -42	-0.5%	-$10.6K	0.26%	53
2025 Q4	$1.96M	Hold	7,828	–	–	0.27%	49
2025 Q3	$2.01M	Buy	7,828 +5	+0.1%	+$1.22K	0.29%	49
2025 Q2	$1.88M	Sell	7,823 -115	-1%	-$25.1K	0.3%	51
2025 Q1	$1.6M	Buy	7,938 +1	+0%	+$214	0.28%	53
2024 Q4	$1.64M	Buy	7,937 +1	+0%	+$210	0.28%	55
2024 Q3	$1.64M	Hold	7,936	–	–	0.3%	50
2024 Q2	$1.6M	Buy	7,936 +9	+0.1%	+$1.68K	0.29%	49
2024 Q1	$1.44M	Buy	7,927 +60	+0.8%	+$10.5K	0.3%	50
2023 Q4	$1.3M	Sell	7,867 -169	-2%	-$24.8K	0.29%	52
2023 Q3	$1.14M	Buy	8,036 +1	+0%	+$144	0.29%	52
2023 Q2	$1.16M	Sell	8,035 -12	-0.1%	-$1.69K	0.29%	51
2023 Q1	$1.15M	Sell	8,047 -18,283	-69%	-$2.58M	0.3%	49
2022 Q4	$3.8M	Buy	26,330 +18,026	+217%	+$2.62M	1.03%	26
2022 Q3	$1.15M	Buy	8,304 +164	+2%	+$23K	0.35%	45
2022 Q2	$1.16M	Sell	8,140 -89	-1%	-$13.1K	0.34%	48
2022 Q1	$1.27M	Buy	8,229 +77	+0.9%	+$12.7K	0.34%	48
2021 Q4	$1.42M	Sell	8,152 -61	-0.7%	-$11.2K	0.37%	44
2021 Q3	$1.51M	Sell	8,213 -13,733	-63%	-$2.44M	0.42%	42
2021 Q2	$3.8M	Buy	21,946 +1,378	+7%	+$233K	1.09%	24
2021 Q1	$3.41M	Sell	20,568 -2,030	-9%	-$336K	1.11%	21
2020 Q4	$3.95M	Buy	22,598 +14,639	+184%	+$2.24M	1.34%	20
2020 Q3	$1.13M	Buy	7,959 +1	+0%	+$143	0.45%	40
2020 Q2	$1.12M	Buy	7,958 +328	+4%	+$39.7K	0.45%	41
2020 Q1	$884K	Sell	7,630 -983	-11%	-$121K	0.44%	42
2019 Q4	$1.11M	Sell	8,613 -36	-0.4%	-$4.37K	0.49%	35
2019 Q3	$1.06M	Buy	+8,649	New	+$1.04M	0.52%	35

Other funds holding MTUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Physician Wealth Advisors's MTUM Position: Q1 2026 in Review

Physician Wealth Advisors reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 0.54% in Q1 2026, selling an estimated $10.6K and leaving 7,786 shares worth $1.87M. The position accounts for 0.26% of the portfolio, ranked #53.

Physician Wealth Advisors first reported a position in MTUM in Q3 2019 and has held it in 27 quarters since. The position peaked at $3.95M in Q4 2020. 1,051 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

Physician Wealth Advisors held 7,786 shares of iShares MSCI USA Momentum Factor ETF worth $1.87M as of Q1 2026.
Physician Wealth Advisors sold 42 iShares MSCI USA Momentum Factor ETF shares in Q1 2026, an estimated $10.6K.
iShares MSCI USA Momentum Factor ETF made up 0.26% of Physician Wealth Advisors's portfolio in Q1 2026, its #53 holding.
Physician Wealth Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q3 2019 and has held it in 27 quarters since.
Physician Wealth Advisors's iShares MSCI USA Momentum Factor ETF position peaked at $3.95M in Q4 2020.
1,051 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.