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Raleigh Capital Management’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Raleigh Capital 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
2026
Q2 		$1.02M Sell
2,969
-898
-23% -$268K 0.32% 84
2026
Q1 		$928K Sell
3,867
-3
-0.1% -$754 0.32% 88
2025
Q4 		$969K Buy
3,870
+1,484
+62% +$373K 0.35% 82
2025
Q3 		$612K Buy
2,386
+79
+3% +$19.3K 0.23% 104
2025
Q2 		$554K Sell
2,307
-120
-5% -$26.2K 0.23% 114
2025
Q1 		$491K Buy
2,427
+6
+0.2% +$1.28K 0.22% 122
2024
Q4 		$501K Buy
2,421
+2,394
+8,867% +$502K 0.19% 121
2024
Q3 		$5.49K Buy
+27
New +$5.23K ﹤0.01% 689
2024
Q1 		– Sell
-28
Closed -$4.4K – 1106
2023
Q4 		$4.4K Hold
28
– – ﹤0.01% 756
2023
Q3 		$3.91K Hold
28
– – ﹤0.01% 722
2023
Q2 		$4.04K Sell
28
-354
-93% -$49.8K ﹤0.01% 677
2023
Q1 		$53.1K Sell
382
-2,769
-88% -$391K 0.03% 243
2022
Q4 		$460K Buy
+3,151
New +$457K 0.24% 107

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
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
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

Raleigh Capital Management's MTUM Position: Q2 2026 in Review

Raleigh Capital Management reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 23% in Q2 2026, selling an estimated $268K and leaving 2,969 shares worth $1.02M. The position accounts for 0.32% of the portfolio, ranked #84.

Raleigh Capital Management first reported a position in MTUM in Q4 2022 and has held it in 13 quarters since. 306 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Raleigh Capital Management held 2,969 shares of iShares MSCI USA Momentum Factor ETF worth $1.02M as of Q2 2026.
  • Raleigh Capital Management sold 898 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $268K.
  • iShares MSCI USA Momentum Factor ETF made up 0.32% of Raleigh Capital Management's portfolio in Q2 2026, its #84 holding.
  • Raleigh Capital Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2022 and has held it in 13 quarters since.
  • 306 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Raleigh Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.