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POM Investment Strategies’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

POM Investment Strategies’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 		$284K Sell
827
-95
-10% -$28.3K 0.32% 31
2026
Q1 		$221K Sell
922
-57,178
-98% -$14.4M 0.27% 47
2025
Q4 		$14.5M Buy
58,100
+3,631
+7% +$912K 7.48% 6
2025
Q3 		$14M Buy
54,469
+12,187
+29% +$2.98M 7.59% 4
2025
Q2 		$10.2M Buy
+42,282
New +$9.22M 7.26% 5

Other funds holding MTUM

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

POM Investment Strategies's MTUM Position: Q2 2026 in Review

POM Investment Strategies reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 10% in Q2 2026, selling an estimated $28.3K and leaving 827 shares worth $284K. The position accounts for 0.32% of the portfolio, ranked #31.

POM Investment Strategies first reported a position in MTUM in Q2 2025 and has held it in 5 quarters since. The position peaked at $14.5M in Q4 2025. 581 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • POM Investment Strategies held 827 shares of iShares MSCI USA Momentum Factor ETF worth $284K as of Q2 2026.
  • POM Investment Strategies sold 95 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $28.3K.
  • iShares MSCI USA Momentum Factor ETF made up 0.32% of POM Investment Strategies's portfolio in Q2 2026, its #31 holding.
  • POM Investment Strategies first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2025 and has held it in 5 quarters since.
  • POM Investment Strategies's iShares MSCI USA Momentum Factor ETF position peaked at $14.5M in Q4 2025.
  • 581 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on POM Investment Strategies's 13F filing for Q2 2026, filed 31 Jul 2026.