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Portside Wealth Group’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Portside Wealth Group’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 		$222K Sell
648
-460
-42% -$137K 0.03% 472
2026
Q1 		$266K Buy
1,108
+6
+0.5% +$1.51K 0.04% 389
2025
Q4 		$276K Buy
1,102
+65
+6% +$16.3K 0.04% 389
2025
Q3 		$266K Sell
1,037
-47
-4% -$11.5K 0.04% 407
2025
Q2 		$261K Buy
+1,084
New +$236K 0.04% 384

Other funds holding MTUM

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Portside Wealth Group's MTUM Position: Q2 2026 in Review

Portside Wealth Group reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 42% in Q2 2026, selling an estimated $137K and leaving 648 shares worth $222K. The position accounts for 0.03% of the portfolio, ranked #472.

Portside Wealth Group first reported a position in MTUM in Q2 2025 and has held it in 5 quarters since. The position peaked at $276K in Q4 2025. 212 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Portside Wealth Group held 648 shares of iShares MSCI USA Momentum Factor ETF worth $222K as of Q2 2026.
  • Portside Wealth Group sold 460 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $137K.
  • iShares MSCI USA Momentum Factor ETF made up 0.03% of Portside Wealth Group's portfolio in Q2 2026, its #472 holding.
  • Portside Wealth Group first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2025 and has held it in 5 quarters since.
  • Portside Wealth Group's iShares MSCI USA Momentum Factor ETF position peaked at $276K in Q4 2025.
  • 212 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.