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Shared Vision Wealth Group’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Shared Vision Wealth Group’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
Q1 		$2.66M Buy
11,090
+1,304
+13% +$328K 1.09% 23
2025
Q4 		$2.51M Buy
9,786
+3,253
+50% +$817K 1.02% 26
2025
Q3 		$1.64M Buy
6,533
+265
+4% +$64.9K 0.69% 27
2025
Q2 		$1.51M Buy
6,268
+201
+3% +$43.9K 0.76% 25
2025
Q1 		$1.23M Sell
6,067
-16
-0.3% -$3.42K 0.67% 27
2024
Q4 		$1.26M Buy
+6,083
New +$1.27M 0.66% 25

Other funds holding MTUM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Shared Vision Wealth Group's MTUM Position: Q1 2026 in Review

Shared Vision Wealth Group increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 13% in Q1 2026, buying an estimated $328K and bringing the position to 11,090 shares worth $2.66M. The position accounts for 1.09% of the portfolio, ranked #23.

Shared Vision Wealth Group first reported a position in MTUM in Q4 2024 and has held it in 6 quarters since. 1,051 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

  • Shared Vision Wealth Group held 11,090 shares of iShares MSCI USA Momentum Factor ETF worth $2.66M as of Q1 2026.
  • Shared Vision Wealth Group bought 1,304 iShares MSCI USA Momentum Factor ETF shares in Q1 2026, an estimated $328K.
  • iShares MSCI USA Momentum Factor ETF made up 1.09% of Shared Vision Wealth Group's portfolio in Q1 2026, its #23 holding.
  • Shared Vision Wealth Group first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,051 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on Shared Vision Wealth Group's 13F filing for Q1 2026, filed 6 May 2026.