PUREfi Wealth’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History
Bought
Maintained
Sold
Other funds holding MTUM
BTI
EWM
OWM
PAS
SP
HPA
FG
MFG
PUREfi Wealth's MTUM Position: Q2 2026 in Review
PUREfi Wealth opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2026: 591 shares worth $203K. The stake represents 0.11% of the portfolio and ranks #204 among its holdings. This is a return to the name: PUREfi Wealth previously reported a position in MTUM as recently as Q4 2024.
PUREfi Wealth first reported a position in MTUM in Q4 2024 and has held it in 2 quarters since. The position peaked at $208K in Q4 2024. 444 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.
- PUREfi Wealth held 591 shares of iShares MSCI USA Momentum Factor ETF worth $203K as of Q2 2026.
- iShares MSCI USA Momentum Factor ETF was a new PUREfi Wealth position in Q2 2026.
- iShares MSCI USA Momentum Factor ETF made up 0.11% of PUREfi Wealth's portfolio in Q2 2026, its #204 holding.
- PUREfi Wealth first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2024 and has held it in 2 quarters since.
- PUREfi Wealth's iShares MSCI USA Momentum Factor ETF position peaked at $208K in Q4 2024.
- 444 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.
Based on PUREfi Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.