Root Financial Partners
MTUM icon

Root Financial Partners’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Root Financial Partners’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
Q3 		$473K Sell
5,960
-1,304
-18% -$101K 0.02% 234
2026
Q2 		$623K Buy
7,264
+3,240
+81% +$242K 0.02% 168
2026
Q1 		$242K Sell
4,024
-88
-2% -$5.53K 0.01% 296
2025
Q4 		$257K Sell
4,112
-128
-3% -$8.03K 0.01% 251
2025
Q3 		$272K Buy
+4,240
New +$260K 0.02% 223

Other funds holding MTUM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
State of Michigan Retirement System
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Root Financial Partners's MTUM Position: Q3 2026 in Review

Root Financial Partners reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 18% in Q3 2026, selling an estimated $101K and leaving 5,960 shares worth $473K. The position accounts for 0.02% of the portfolio, ranked #234.

Root Financial Partners first reported a position in MTUM in Q3 2025 and has held it in 5 quarters since. The position peaked at $623K in Q2 2026. 1,030 funds tracked by Wall St. Rank hold MTUM as of Q3 2026.

  • Root Financial Partners held 5,960 shares of iShares MSCI USA Momentum Factor ETF worth $473K as of Q3 2026.
  • Root Financial Partners sold 1,304 iShares MSCI USA Momentum Factor ETF shares in Q3 2026, an estimated $101K.
  • iShares MSCI USA Momentum Factor ETF made up 0.02% of Root Financial Partners's portfolio in Q3 2026, its #234 holding.
  • Root Financial Partners first reported a position in iShares MSCI USA Momentum Factor ETF in Q3 2025 and has held it in 5 quarters since.
  • Root Financial Partners's iShares MSCI USA Momentum Factor ETF position peaked at $623K in Q2 2026.
  • 1,030 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.