Register Financial Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$29.1K	Hold	85	–	–	0.01%	328
2026 Q1	$20.4K	Hold	85	–	–	0.01%	313
2025 Q4	$21.3K	Hold	85	–	–	0.01%	294
2025 Q3	$21.8K	Hold	85	–	–	0.01%	286
2025 Q2	$20.4K	Hold	85	–	–	0.01%	286
2025 Q1	$17.2K	Hold	85	–	–	0.01%	263
2024 Q4	$17.6K	Hold	85	–	–	0.01%	255
2024 Q3	$17.2K	Hold	85	–	–	0.01%	253
2024 Q2	$16.6K	Buy	85 +5	+6%	+$933	0.01%	472
2024 Q1	$15K	Hold	80	–	–	0.01%	485
2023 Q4	$12.6K	Hold	80	–	–	0.01%	249
2023 Q3	$11.2K	Hold	80	–	–	0.01%	398
2023 Q2	$11.5K	Hold	80	–	–	0.01%	390
2023 Q1	$11.1K	Hold	80	–	–	0.01%	392
2022 Q4	$11.7K	Buy	+80	New	+$11.6K	0.01%	589

Other funds holding MTUM

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

Register Financial Advisors's MTUM Position: Q2 2026 in Review

Register Financial Advisors held its iShares MSCI USA Momentum Factor ETF (MTUM) position steady in Q2 2026 at 85 shares worth $29.1K. The position accounts for 0.01% of the portfolio, ranked #328.

Register Financial Advisors first reported a position in MTUM in Q4 2022 and has held it in 15 quarters since. 581 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

Register Financial Advisors held 85 shares of iShares MSCI USA Momentum Factor ETF worth $29.1K as of Q2 2026.
Register Financial Advisors left its iShares MSCI USA Momentum Factor ETF share count unchanged in Q2 2026.
iShares MSCI USA Momentum Factor ETF made up 0.01% of Register Financial Advisors's portfolio in Q2 2026, its #328 holding.
Register Financial Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2022 and has held it in 15 quarters since.
581 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Register Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.