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Private Advisor Group’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Private Advisor 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
2023
Q4 		– Sell
-4,900
Closed -$6.84K – 2416
2023
Q3 		$6.84K Buy
+4,900
New +$707K ﹤0.01% 2193

Other funds holding MTUM

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Private Advisor Group's MTUM Position: Q2 2026 in Review

Private Advisor Group increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 6% in Q2 2026, buying an estimated $1.38M and bringing the position to 82,495 shares worth $28.3M. The position accounts for 0.13% of the portfolio, ranked #170.

Private Advisor Group first reported a position in MTUM in Q3 2014 and has held it in 48 quarters since. 520 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Private Advisor Group held 82,495 shares of iShares MSCI USA Momentum Factor ETF worth $28.3M as of Q2 2026.
  • Private Advisor Group bought 4,638 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $1.38M.
  • iShares MSCI USA Momentum Factor ETF made up 0.13% of Private Advisor Group's portfolio in Q2 2026, its #170 holding.
  • Private Advisor Group first reported a position in iShares MSCI USA Momentum Factor ETF in Q3 2014 and has held it in 48 quarters since.
  • 520 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.