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

Resurgent Financial Advisors’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	$226K	Hold	943	–	–	0.08%	231
2025 Q4	$236K	Sell	943 -68	-7%	-$17.1K	0.12%	189
2025 Q3	$259K	Buy	+1,011	New	+$248K	0.13%	182
2024 Q1	–	Sell	-165	Closed	-$25.9K	–	376
2023 Q4	$25.9K	Sell	165 -513	-76%	-$75.3K	0.02%	447
2023 Q3	$94.7K	Buy	678 +6	+0.9%	+$866	0.06%	230
2023 Q2	$96.9K	Buy	672 +55	+9%	+$7.73K	0.06%	235
2023 Q1	$85.8K	Sell	617 -311	-34%	-$43.9K	0.06%	250
2022 Q4	$135K	Buy	+928	New	+$135K	0.07%	260

Other funds holding MTUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return

BTI

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

Resurgent Financial Advisors's MTUM Position: Q1 2026 in Review

Resurgent Financial Advisors held its iShares MSCI USA Momentum Factor ETF (MTUM) position steady in Q1 2026 at 943 shares worth $226K. The position accounts for 0.08% of the portfolio, ranked #231.

Resurgent Financial Advisors first reported a position in MTUM in Q4 2022 and has held it in 8 quarters since. The position peaked at $259K in Q3 2025. 1,051 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

Resurgent Financial Advisors held 943 shares of iShares MSCI USA Momentum Factor ETF worth $226K as of Q1 2026.
Resurgent Financial Advisors left its iShares MSCI USA Momentum Factor ETF share count unchanged in Q1 2026.
iShares MSCI USA Momentum Factor ETF made up 0.08% of Resurgent Financial Advisors's portfolio in Q1 2026, its #231 holding.
Resurgent Financial Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2022 and has held it in 8 quarters since.
Resurgent Financial Advisors's iShares MSCI USA Momentum Factor ETF position peaked at $259K in Q3 2025.
1,051 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on Resurgent Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.