Quest 10 Wealth Builders’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Quest 10 Wealth Builders’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	$118K	Buy	343 +11	+3%	+$3.28K	0.09%	132
2026 Q1	$79.7K	Sell	332 -17	-5%	-$4.27K	0.07%	163
2025 Q4	$87.4K	Buy	349 +84	+32%	+$21.1K	0.08%	141
2025 Q3	$68K	Sell	265 -119	-31%	-$29.1K	0.06%	156
2025 Q2	$92.3K	Sell	384 -14	-4%	-$3.05K	0.09%	131
2025 Q1	$80.4K	Buy	398 +219	+122%	+$46.8K	0.09%	135
2024 Q4	$37K	Buy	+179	New	+$37.5K	0.04%	218

Other funds holding MTUM

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Quest 10 Wealth Builders's MTUM Position: Q2 2026 in Review

Quest 10 Wealth Builders increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 3.3% in Q2 2026, buying an estimated $3.28K and bringing the position to 343 shares worth $118K. The position accounts for 0.09% of the portfolio, ranked #132.

Quest 10 Wealth Builders first reported a position in MTUM in Q4 2024 and has held it in 7 quarters since. 1,206 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

Quest 10 Wealth Builders held 343 shares of iShares MSCI USA Momentum Factor ETF worth $118K as of Q2 2026.
Quest 10 Wealth Builders bought 11 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $3.28K.
iShares MSCI USA Momentum Factor ETF made up 0.09% of Quest 10 Wealth Builders's portfolio in Q2 2026, its #132 holding.
Quest 10 Wealth Builders first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2024 and has held it in 7 quarters since.
1,206 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.