Rede Wealth
MTUM icon

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

Rede 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
Q3 		$393K Sell
1,238
-15
-1% -$4.63K 0.13% 75
2026
Q2 		$430K Hold
1,253
– – 0.14% 72
2026
Q1 		$301K Sell
1,253
-25
-2% -$6.28K 0.11% 86
2025
Q4 		$320K Buy
+1,278
New +$321K 0.11% 86
2025
Q3 		– Sell
-1,285
Closed -$309K – 154
2025
Q2 		$309K Sell
1,285
-17
-1% -$3.71K 0.11% 86
2025
Q1 		$263K Sell
1,302
-42
-3% -$8.98K 0.09% 92
2024
Q4 		$278K Sell
1,344
-63
-4% -$13.2K 0.11% 93
2024
Q3 		$285K Sell
1,407
-26
-2% -$5.04K 0.11% 86
2024
Q2 		$279K Sell
1,433
-61
-4% -$11.4K 0.26% 84
2024
Q1 		$280K Sell
1,494
-62
-4% -$10.8K 0.12% 81
2023
Q4 		$244K Sell
1,556
-252
-14% -$37K 0.12% 85
2023
Q3 		$253K Sell
1,808
-31
-2% -$4.48K 0.13% 68
2023
Q2 		$265K Sell
1,839
-133
-7% -$18.7K 0.13% 80
2023
Q1 		$274K Sell
1,972
-285
-13% -$40.2K 0.14% 77
2022
Q4 		$329K Sell
2,257
-523
-19% -$75.9K 0.18% 67
2022
Q3 		$365K Sell
2,780
-456
-14% -$63.9K 0.22% 58
2022
Q2 		$441K Sell
3,236
-3,578
-53% -$525K 0.26% 51
2022
Q1 		$1.15M Sell
6,814
-83
-1% -$13.7K 0.54% 20
2021
Q4 		$1.25M Sell
6,897
-53
-0.8% -$9.8K 0.63% 21
2021
Q3 		$1.22M Sell
6,950
-69
-1% -$12.3K 0.65% 20
2021
Q2 		$1.22M Buy
7,019
+543
+8% +$92K 0.65% 19
2021
Q1 		$1.04M Buy
6,476
+310
+5% +$51.3K 0.6% 25
2020
Q4 		$995K Buy
+6,166
New +$945K 0.68% 19

Other funds holding MTUM

Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
High Probability Advisors
High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Armbruster Capital Management
Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
1900 Wealth Management
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

Rede Wealth's MTUM Position: Q3 2026 in Review

Rede Wealth reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 1.2% in Q3 2026, selling an estimated $4.63K and leaving 1,238 shares worth $393K. The position accounts for 0.13% of the portfolio, ranked #75.

Rede Wealth first reported a position in MTUM in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.25M in Q4 2021. 365 funds tracked by Wall St. Rank hold MTUM as of Q3 2026.

  • Rede Wealth held 1,238 shares of iShares MSCI USA Momentum Factor ETF worth $393K as of Q3 2026.
  • Rede Wealth sold 15 iShares MSCI USA Momentum Factor ETF shares in Q3 2026, an estimated $4.63K.
  • iShares MSCI USA Momentum Factor ETF made up 0.13% of Rede Wealth's portfolio in Q3 2026, its #75 holding.
  • Rede Wealth first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2020 and has held it in 23 quarters since.
  • Rede Wealth's iShares MSCI USA Momentum Factor ETF position peaked at $1.25M in Q4 2021.
  • 365 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2026.

Based on Rede Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.