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Reyes Financial Architecture’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Reyes Financial Architecture’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 		$27.4K Sell
80
-1,175
-94% -$351K 0.02% 203
2026
Q1 		$301K Hold
1,255
– – 0.25% 53
2025
Q4 		$314K Hold
1,255
– – 0.19% 58
2025
Q3 		$322K Hold
1,255
– – 0.22% 56
2025
Q2 		$302K Hold
1,255
– – 0.26% 57
2025
Q1 		$254K Hold
1,255
– – 0.19% 64
2024
Q4 		$260K Buy
+1,255
New +$263K 0.2% 57

Other funds holding MTUM

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SP
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
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Reyes Financial Architecture's MTUM Position: Q2 2026 in Review

Reyes Financial Architecture reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 94% in Q2 2026, selling an estimated $351K and leaving 80 shares worth $27.4K. The position accounts for 0.02% of the portfolio, ranked #203.

Reyes Financial Architecture first reported a position in MTUM in Q4 2024 and has held it in 7 quarters since. The position peaked at $322K in Q3 2025. 370 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Reyes Financial Architecture held 80 shares of iShares MSCI USA Momentum Factor ETF worth $27.4K as of Q2 2026.
  • Reyes Financial Architecture sold 1,175 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $351K.
  • iShares MSCI USA Momentum Factor ETF made up 0.02% of Reyes Financial Architecture's portfolio in Q2 2026, its #203 holding.
  • Reyes Financial Architecture first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2024 and has held it in 7 quarters since.
  • Reyes Financial Architecture's iShares MSCI USA Momentum Factor ETF position peaked at $322K in Q3 2025.
  • 370 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Reyes Financial Architecture's 13F filing for Q2 2026, filed 17 Jul 2026.