Richard W. Paul & Associates’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Richard W. Paul & Associates’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	$2.06K	Buy	+6	New	+$1.79K	﹤0.01%	293

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

Richard W. Paul & Associates's MTUM Position: Q2 2026 in Review

Richard W. Paul & Associates opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2026: 6 shares worth $2.06K. The stake represents ﹤0.01% of the portfolio and ranks #293 among its holdings.

1,205 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

Richard W. Paul & Associates held 6 shares of iShares MSCI USA Momentum Factor ETF worth $2.06K as of Q2 2026.
iShares MSCI USA Momentum Factor ETF was a new Richard W. Paul & Associates position in Q2 2026.
iShares MSCI USA Momentum Factor ETF made up ﹤0.01% of Richard W. Paul & Associates's portfolio in Q2 2026, its #293 holding.
1,205 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Richard W. Paul & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.