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Salem Investment Counselors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Salem Investment Counselors’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 		$86.4K Buy
252
+18
+8% +$5.37K ﹤0.01% 528
2026
Q1 		$56.2K Buy
+234
New +$58.8K ﹤0.01% 571
2025
Q4 		– Sell
-289
Closed -$74.1K – 861
2025
Q3 		$74.1K Buy
289
+39
+16% +$9.55K ﹤0.01% 524
2025
Q2 		$60.1K Hold
250
– – ﹤0.01% 549
2025
Q1 		$50.5K Hold
250
– – ﹤0.01% 573
2024
Q4 		$51.7K Hold
250
– – ﹤0.01% 573
2024
Q3 		$50.7K Hold
250
– – ﹤0.01% 575
2024
Q2 		$48.7K Buy
250
+236
+1,686% +$44K ﹤0.01% 558
2024
Q1 		$2.62K Hold
14
– – ﹤0.01% 1001
2023
Q4 		$2.2K Hold
14
– – ﹤0.01% 974
2023
Q3 		$1.96K Sell
14
-249
-95% -$35.9K ﹤0.01% 974
2023
Q2 		$37.9K Buy
263
+158
+150% +$22.2K ﹤0.01% 572
2023
Q1 		$14.6K Buy
105
+30
+40% +$4.23K ﹤0.01% 749
2022
Q4 		$10.9K Hold
75
– – ﹤0.01% 761
2022
Q3 		$10K Hold
75
– – ﹤0.01% 760
2022
Q2 		$10K Hold
75
– – ﹤0.01% 784
2022
Q1 		$13K Sell
75
-12
-14% -$1.98K ﹤0.01% 714
2021
Q4 		$16K Buy
87
+12
+16% +$2.21K ﹤0.01% 745
2021
Q3 		$13K Hold
75
– – ﹤0.01% 725
2021
Q2 		$13K Hold
75
– – ﹤0.01% 683
2021
Q1 		$12K Sell
75
-2
-3% -$331 ﹤0.01% 658
2020
Q4 		$12K Buy
+77
New +$11.8K ﹤0.01% 631
2020
Q3 		– Sell
-175
Closed -$23K – 714
2020
Q2 		$23K Hold
175
– – ﹤0.01% 473
2020
Q1 		$19K Hold
175
– – ﹤0.01% 456
2019
Q4 		$22K Hold
175
– – ﹤0.01% 476
2019
Q3 		$21K Hold
175
– – ﹤0.01% 459
2019
Q2 		$21K Buy
+175
New +$20K ﹤0.01% 478

Other funds holding MTUM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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
Citigroup
Citigroup New York $303B AUM 53.02% 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

Salem Investment Counselors's MTUM Position: Q2 2026 in Review

Salem Investment Counselors increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 7.7% in Q2 2026, buying an estimated $5.37K and bringing the position to 252 shares worth $86.4K. The position accounts for ﹤0.01% of the portfolio, ranked #528.

Salem Investment Counselors first reported a position in MTUM in Q2 2019 and has held it in 27 quarters since. 616 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Salem Investment Counselors held 252 shares of iShares MSCI USA Momentum Factor ETF worth $86.4K as of Q2 2026.
  • Salem Investment Counselors bought 18 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $5.37K.
  • iShares MSCI USA Momentum Factor ETF made up ﹤0.01% of Salem Investment Counselors's portfolio in Q2 2026, its #528 holding.
  • Salem Investment Counselors first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2019 and has held it in 27 quarters since.
  • 616 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.