Salomon & Ludwin’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Salomon & Ludwin’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	$241K	Hold	735	–	–	0.02%	159
2026 Q1	$181K	Hold	735	–	–	0.02%	175
2025 Q4	$188K	Sell	735 -2	-0.3%	-$502	0.02%	173
2025 Q3	$187K	Hold	737	–	–	0.02%	170
2025 Q2	$175K	Hold	737	–	–	0.02%	153
2025 Q1	$149K	Hold	737	–	–	0.02%	154
2024 Q4	$153K	Sell	737 -2	-0.3%	-$419	0.02%	152
2024 Q3	$150K	Hold	739	–	–	0.02%	156
2024 Q2	$144K	Hold	739	–	–	0.02%	164
2024 Q1	$138K	Hold	739	–	–	0.01%	216
2023 Q4	$103K	Hold	739	–	–	0.01%	219
2023 Q3	$103K	Buy	+739	New	+$107K	0.01%	219

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

Salomon & Ludwin's MTUM Position: Q2 2026 in Review

Salomon & Ludwin held its iShares MSCI USA Momentum Factor ETF (MTUM) position steady in Q2 2026 at 735 shares worth $241K. The position accounts for 0.02% of the portfolio, ranked #159.

Salomon & Ludwin first reported a position in MTUM in Q3 2023 and has held it in 12 quarters since. 1,209 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

Salomon & Ludwin held 735 shares of iShares MSCI USA Momentum Factor ETF worth $241K as of Q2 2026.
Salomon & Ludwin left its iShares MSCI USA Momentum Factor ETF share count unchanged in Q2 2026.
iShares MSCI USA Momentum Factor ETF made up 0.02% of Salomon & Ludwin's portfolio in Q2 2026, its #159 holding.
Salomon & Ludwin first reported a position in iShares MSCI USA Momentum Factor ETF in Q3 2023 and has held it in 12 quarters since.
1,209 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.