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

Resolute Wealth Advisor’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
Q1 		$4.51M Buy
+18,790
New +$4.72M 2.57% 14
2025
Q2 		$4.51M Buy
+18,790
New +$4.1M 2.57% 14

Other funds holding MTUM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Resolute Wealth Advisor's MTUM Position: Q1 2026 in Review

Resolute Wealth Advisor opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q1 2026: 18,790 shares worth $4.51M. The stake represents 2.57% of the portfolio and ranks #14 among its holdings. This is a return to the name: Resolute Wealth Advisor previously reported a position in MTUM as recently as Q2 2025.

Resolute Wealth Advisor first reported a position in MTUM in Q2 2025 and has held it in 2 quarters since. 1,055 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

  • Resolute Wealth Advisor held 18,790 shares of iShares MSCI USA Momentum Factor ETF worth $4.51M as of Q1 2026.
  • iShares MSCI USA Momentum Factor ETF was a new Resolute Wealth Advisor position in Q1 2026.
  • iShares MSCI USA Momentum Factor ETF made up 2.57% of Resolute Wealth Advisor's portfolio in Q1 2026, its #14 holding.
  • Resolute Wealth Advisor first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2025 and has held it in 2 quarters since.
  • 1,055 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on Resolute Wealth Advisor's 13F filing for Q1 2026, filed 11 May 2026.