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Professional Financial Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Professional Financial 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
Q2 		$9.04M Buy
26,369
+965
+4% +$288K 1.56% 9
2026
Q1 		$6.1M Buy
25,404
+2,798
+12% +$703K 1.24% 11
2025
Q4 		$5.66M Sell
22,606
-71
-0.3% -$17.8K 1.16% 15
2025
Q3 		$5.82M Buy
22,677
+983
+5% +$241K 1.22% 14
2025
Q2 		$5.21M Buy
21,694
+890
+4% +$194K 1.21% 13
2025
Q1 		$4.21M Sell
20,804
-571
-3% -$122K 1.07% 17
2024
Q4 		$4.42M Sell
21,375
-34
-0.2% -$7.12K 1.13% 15
2024
Q3 		$4.34M Buy
21,409
+541
+3% +$105K 1.13% 15
2024
Q2 		$4.07M Buy
20,868
+544
+3% +$102K 1.12% 15
2024
Q1 		$3.81M Sell
20,324
-4,761
-19% -$831K 1.09% 17
2023
Q4 		$3.94M Buy
25,085
+213
+0.9% +$31.3K 1.3% 12
2023
Q3 		$3.47M Buy
24,872
+771
+3% +$111K 1.57% 12
2023
Q2 		$3.48M Sell
24,101
-13,805
-36% -$1.94M 1.8% 11
2023
Q1 		$6.38M Buy
37,906
+10,061
+36% +$1.42M 3.77% 5
2022
Q4 		$4.06M Buy
27,845
+1,030
+4% +$149K 2.75% 6
2022
Q3 		$3.52M Buy
26,815
+258
+1% +$36.2K 2.17% 8
2022
Q2 		$3.62M Sell
26,557
-11,349
-30% -$1.67M 2.02% 8
2022
Q1 		$6.38M Buy
37,906
+2,101
+6% +$346K 2.75% 7
2021
Q4 		$6.51M Buy
35,805
+1,422
+4% +$262K 2.81% 7
2021
Q3 		$6.04M Buy
34,383
+2,063
+6% +$367K 3.46% 5
2021
Q2 		$5.59M Buy
32,320
+1,714
+6% +$290K 3.08% 6
2021
Q1 		$4.92M Buy
30,606
+12,785
+72% +$2.11M 3.06% 7
2020
Q4 		$2.87M Buy
17,821
+836
+5% +$128K 2.27% 10
2020
Q3 		$2.4M Buy
16,985
+815
+5% +$116K 2.24% 10
2020
Q2 		$2.12M Sell
16,170
-267
-2% -$32.3K 2.78% 8
2020
Q1 		$1.96M Sell
16,437
-18,328
-53% -$2.27M 3.53% 7
2019
Q4 		$4.37M Buy
+34,765
New +$4.22M 4.14% 3

Other funds holding MTUM

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

Professional Financial Advisors's MTUM Position: Q2 2026 in Review

Professional Financial Advisors increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 3.8% in Q2 2026, buying an estimated $288K and bringing the position to 26,369 shares worth $9.04M. The position accounts for 1.56% of the portfolio, ranked #9.

Professional Financial Advisors first reported a position in MTUM in Q4 2019 and has held it in 27 quarters since. 1,206 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Professional Financial Advisors held 26,369 shares of iShares MSCI USA Momentum Factor ETF worth $9.04M as of Q2 2026.
  • Professional Financial Advisors bought 965 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $288K.
  • iShares MSCI USA Momentum Factor ETF made up 1.56% of Professional Financial Advisors's portfolio in Q2 2026, its #9 holding.
  • Professional Financial Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,206 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Professional Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.