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

Selective 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	$250K	Buy	826 +32	+4%	+$9.55K	0.07%	115
2026 Q1	$221K	Hold	794	–	–	0.07%	111
2025 Q4	$204K	Hold	794	–	–	0.06%	105
2025 Q3	$202K	Buy	+794	New	+$194K	0.07%	101
2022 Q4	–	Sell	-1,514	Closed	-$199K	–	500
2022 Q3	$199K	Sell	1,514 -282	-16%	-$39.5K	0.09%	126
2022 Q2	$245K	Sell	1,796 -99	-5%	-$14.5K	0.09%	120
2022 Q1	$319K	Sell	1,895 -340	-15%	-$56K	0.12%	93
2021 Q4	$406K	Buy	2,235 +845	+61%	+$156K	0.17%	69
2021 Q3	$244K	Buy	+1,390	New	+$247K	0.13%	87

Other funds holding MTUM

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 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

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

Selective Wealth Management increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 4% in Q2 2026, buying an estimated $9.55K and bringing the position to 826 shares worth $250K. The position accounts for 0.07% of the portfolio, ranked #115.

Selective Wealth Management first reported a position in MTUM in Q3 2021 and has held it in 9 quarters since. The position peaked at $406K in Q4 2021. 575 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

Selective Wealth Management held 826 shares of iShares MSCI USA Momentum Factor ETF worth $250K as of Q2 2026.
Selective Wealth Management bought 32 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $9.55K.
iShares MSCI USA Momentum Factor ETF made up 0.07% of Selective Wealth Management's portfolio in Q2 2026, its #115 holding.
Selective Wealth Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q3 2021 and has held it in 9 quarters since.
Selective Wealth Management's iShares MSCI USA Momentum Factor ETF position peaked at $406K in Q4 2021.
575 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Selective Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.