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RDA Financial Network’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

RDA Financial Network’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 		$866K Buy
+2,526
New +$754K 0.19% 112
2026
Q1 		– Sell
-901
Closed -$226K – 283
2025
Q4 		$226K Sell
901
-959
-52% -$241K 0.05% 243
2025
Q3 		$477K Buy
+1,860
New +$456K 0.12% 151
2023
Q3 		– Sell
-1,958
Closed -$282K – 235
2023
Q2 		$282K Sell
1,958
-580
-23% -$81.5K 0.12% 174
2023
Q1 		$353K Buy
2,538
+466
+22% +$65.8K 0.16% 139
2022
Q4 		$302K Sell
2,072
-683
-25% -$99.1K 0.15% 152
2022
Q3 		$361K Hold
2,755
– – 0.2% 128
2022
Q2 		$376K Sell
2,755
-1,872
-40% -$275K 0.19% 125
2022
Q1 		$779K Sell
4,627
-265
-5% -$43.6K 0.33% 76
2021
Q4 		$889K Sell
4,892
-10,920
-69% -$2.01M 0.36% 72
2021
Q3 		$2.78M Buy
15,812
+760
+5% +$135K 1.22% 22
2021
Q2 		$2.61M Sell
15,052
-284
-2% -$48.1K 1.15% 28
2021
Q1 		$2.47M Buy
15,336
+766
+5% +$127K 1.06% 27
2020
Q4 		$2.35M Buy
14,570
+278
+2% +$42.6K 1.06% 26
2020
Q3 		$2.11M Buy
14,292
+203
+1% +$29K 0.95% 26
2020
Q2 		$1.85M Sell
14,089
-38
-0.3% -$4.6K 0.92% 28
2020
Q1 		$1.5M Buy
14,127
+670
+5% +$82.8K 0.91% 25
2019
Q4 		$1.77M Buy
13,457
+808
+6% +$98K 0.72% 29
2019
Q3 		$1.56M Sell
12,649
-953
-7% -$115K 0.67% 33
2019
Q2 		$1.64M Buy
13,602
+2,514
+23% +$288K 0.74% 28
2019
Q1 		$1.25M Buy
+11,088
New +$1.19M 0.59% 41

Other funds holding MTUM

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
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

RDA Financial Network's MTUM Position: Q2 2026 in Review

RDA Financial Network opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2026: 2,526 shares worth $866K. The stake represents 0.19% of the portfolio and ranks #112 among its holdings. This is a return to the name: RDA Financial Network previously reported a position in MTUM as recently as Q4 2025.

RDA Financial Network first reported a position in MTUM in Q1 2019 and has held it in 21 quarters since. The position peaked at $2.78M in Q3 2021. 1,206 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • RDA Financial Network held 2,526 shares of iShares MSCI USA Momentum Factor ETF worth $866K as of Q2 2026.
  • iShares MSCI USA Momentum Factor ETF was a new RDA Financial Network position in Q2 2026.
  • iShares MSCI USA Momentum Factor ETF made up 0.19% of RDA Financial Network's portfolio in Q2 2026, its #112 holding.
  • RDA Financial Network first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2019 and has held it in 21 quarters since.
  • RDA Financial Network's iShares MSCI USA Momentum Factor ETF position peaked at $2.78M in Q3 2021.
  • 1,206 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on RDA Financial Network's 13F filing for Q2 2026, filed 6 Jul 2026.