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

Sherman 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 		$1.22M Buy
3,564
+1
+0% +$298 0.92% 31
2026
Q1 		$855K Sell
3,563
-31
-0.9% -$7.79K 0.73% 33
2025
Q4 		$900K Buy
+3,594
New +$902K 0.78% 34

Other funds holding MTUM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 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

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

Sherman Wealth Management increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 0.03% in Q2 2026, buying an estimated $298 and bringing the position to 3,564 shares worth $1.22M. The position accounts for 0.92% of the portfolio, ranked #31.

Sherman Wealth Management first reported a position in MTUM in Q4 2025 and has held it in 3 quarters since. 855 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Sherman Wealth Management held 3,564 shares of iShares MSCI USA Momentum Factor ETF worth $1.22M as of Q2 2026.
  • Sherman Wealth Management bought 1 iShares MSCI USA Momentum Factor ETF share in Q2 2026, an estimated $298.
  • iShares MSCI USA Momentum Factor ETF made up 0.92% of Sherman Wealth Management's portfolio in Q2 2026, its #31 holding.
  • Sherman Wealth Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • 855 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Sherman Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.