Princeton Global Asset Management’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Princeton Global Asset 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	–	Sell	-3	Closed	-$677	–	871
2026 Q1	$677	Hold	3	–	–	﹤0.01%	801
2025 Q4	$706	Buy	+3	New	+$753	﹤0.01%	805
2020 Q3	–	Sell	-36	Closed	-$4K	–	502
2020 Q2	$4K	Hold	36	–	–	﹤0.01%	464
2020 Q1	$4K	Sell	36 -1,453	-98%	-$180K	﹤0.01%	437
2019 Q4	$187	Sell	1,489 -3,371	-69%	-$409K	0.08%	155
2019 Q3	$574K	Sell	4,860 -2,462	-34%	-$297K	0.33%	90
2019 Q2	$868K	Buy	+7,322	New	+$838K	0.52%	56

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 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

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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Princeton Global Asset Management's MTUM Position: Q2 2026 in Review

Princeton Global Asset Management sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2026, closing a stake of 3 shares — an estimated $677 sold.

Princeton Global Asset Management first reported a position in MTUM in Q2 2019 and held it in 7 quarters. The position peaked at $868K in Q2 2019. 212 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

Princeton Global Asset Management reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q2 2026 after selling out during the quarter.
Princeton Global Asset Management sold 3 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $677.
Princeton Global Asset Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2019 and held it in 7 quarters.
Princeton Global Asset Management's iShares MSCI USA Momentum Factor ETF position peaked at $868K in Q2 2019.
212 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.