Prosperity Wealth Management’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Prosperity Wealth 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
2025 Q4	$215K	Sell	861 -15	-2%	-$3.77K	0.07%	231
2025 Q3	$225K	Sell	876 -5	-0.6%	-$1.22K	0.08%	223
2025 Q2	$212K	Sell	881 -128	-13%	-$27.9K	0.08%	218
2025 Q1	$204K	Sell	1,009 -136	-12%	-$29.1K	0.1%	193
2024 Q4	$237K	Buy	1,145 +5	+0.4%	+$1.05K	0.1%	176
2024 Q3	$231K	Buy	1,140 +2	+0.2%	+$387	0.09%	165
2024 Q2	$222K	Buy	+1,138	New	+$212K	0.11%	158

Other funds holding MTUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Prosperity Wealth Management's MTUM Position: Q4 2025 in Review

Prosperity Wealth Management reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 1.7% in Q4 2025, selling an estimated $3.77K and leaving 861 shares worth $215K. The position accounts for 0.07% of the portfolio, ranked #231.

Prosperity Wealth Management first reported a position in MTUM in Q2 2024 and has held it in 7 quarters since. The position peaked at $237K in Q4 2024. 1,049 funds tracked by Wall St. Rank hold MTUM as of Q4 2025.

Prosperity Wealth Management held 861 shares of iShares MSCI USA Momentum Factor ETF worth $215K as of Q4 2025.
Prosperity Wealth Management sold 15 iShares MSCI USA Momentum Factor ETF shares in Q4 2025, an estimated $3.77K.
iShares MSCI USA Momentum Factor ETF made up 0.07% of Prosperity Wealth Management's portfolio in Q4 2025, its #231 holding.
Prosperity Wealth Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2024 and has held it in 7 quarters since.
Prosperity Wealth Management's iShares MSCI USA Momentum Factor ETF position peaked at $237K in Q4 2024.
1,049 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.