Ritholtz Wealth Management’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Ritholtz Wealth Management’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	$283K	Buy	+826	New	+$246K	﹤0.01%	1081
2026 Q1	–	Sell	-841	Closed	-$210K	–	1251
2025 Q4	$210K	Buy	841 +34	+4%	+$8.54K	﹤0.01%	1048
2025 Q3	$207K	Buy	+807	New	+$198K	﹤0.01%	967
2022 Q3	–	Sell	-1,848	Closed	-$252K	–	735
2022 Q2	$252K	Buy	+1,848	New	+$271K	0.02%	448

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

Ritholtz Wealth Management's MTUM Position: Q2 2026 in Review

Ritholtz Wealth Management opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2026: 826 shares worth $283K. The stake represents ﹤0.01% of the portfolio and ranks #1081 among its holdings. This is a return to the name: Ritholtz Wealth Management previously reported a position in MTUM as recently as Q4 2025.

Ritholtz Wealth Management first reported a position in MTUM in Q2 2022 and has held it in 4 quarters since. 1,206 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

Ritholtz Wealth Management held 826 shares of iShares MSCI USA Momentum Factor ETF worth $283K as of Q2 2026.
iShares MSCI USA Momentum Factor ETF was a new Ritholtz Wealth Management position in Q2 2026.
iShares MSCI USA Momentum Factor ETF made up ﹤0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #1081 holding.
Ritholtz Wealth Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2022 and has held it in 4 quarters since.
1,206 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.