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

Retirement Wealth Solutions’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	$1.64M	Sell	4,796 -1,577	-25%	-$471K	0.91%	23
2026 Q1	$1.53M	Buy	6,373 +323	+5%	+$81.2K	0.96%	22
2025 Q4	$1.51M	Buy	6,050 +2,181	+56%	+$548K	0.96%	24
2025 Q3	$992K	Buy	3,869 +575	+17%	+$141K	0.65%	31
2025 Q2	$792K	Buy	3,294 +137	+4%	+$29.9K	0.58%	28
2025 Q1	$638K	Buy	3,157 +785	+33%	+$168K	0.51%	32
2024 Q4	$491K	Buy	+2,372	New	+$497K	0.41%	30

Other funds holding MTUM

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Retirement Wealth Solutions's MTUM Position: Q2 2026 in Review

Retirement Wealth Solutions reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 25% in Q2 2026, selling an estimated $471K and leaving 4,796 shares worth $1.64M. The position accounts for 0.91% of the portfolio, ranked #23.

Retirement Wealth Solutions first reported a position in MTUM in Q4 2024 and has held it in 7 quarters since. 1,209 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

Retirement Wealth Solutions held 4,796 shares of iShares MSCI USA Momentum Factor ETF worth $1.64M as of Q2 2026.
Retirement Wealth Solutions sold 1,577 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $471K.
iShares MSCI USA Momentum Factor ETF made up 0.91% of Retirement Wealth Solutions's portfolio in Q2 2026, its #23 holding.
Retirement Wealth Solutions first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2024 and has held it in 7 quarters since.
1,209 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.