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

PUREfi Wealth’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 		$203K Buy
+591
New +$176K 0.11% 204
2025
Q1 		– Sell
-1,004
Closed -$208K – 164
2024
Q4 		$208K Buy
+1,004
New +$210K 0.2% 143

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
FG
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

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.