SWP
MTUM icon

ShoreHaven Wealth Partners’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

ShoreHaven Wealth Partners’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 		$5.64M Buy
23,482
+943
+4% +$237K 2.02% 15
2025
Q4 		$5.64M Buy
22,539
+9,276
+70% +$2.33M 2.03% 15
2025
Q3 		$3.4M Buy
13,263
+432
+3% +$106K 1.26% 24
2025
Q2 		$3.08M Buy
12,831
+310
+2% +$67.6K 1.26% 23
2025
Q1 		$2.53M Buy
12,521
+1,377
+12% +$294K 1.21% 26
2024
Q4 		$2.31M Buy
+11,144
New +$2.33M 1.09% 22
2023
Q2 		– Sell
-5,289
Closed -$735K – 73
2023
Q1 		$735K Sell
5,289
-5,744
-52% -$810K 0.52% 40
2022
Q4 		$1.61M Buy
+11,033
New +$1.6M 1.13% 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 $376B 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 $5.7T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B 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 $8.74B AUM 14.62% 1-Year Est. Return