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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
Q2 		$5.83M Sell
17,004
-6,478
-28% -$1.93M 1.83% 14
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

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
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

ShoreHaven Wealth Partners's MTUM Position: Q2 2026 in Review

ShoreHaven Wealth Partners reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 28% in Q2 2026, selling an estimated $1.93M and leaving 17,004 shares worth $5.83M. The position accounts for 1.83% of the portfolio, ranked #14.

ShoreHaven Wealth Partners first reported a position in MTUM in Q4 2022 and has held it in 9 quarters since. 1,207 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • ShoreHaven Wealth Partners held 17,004 shares of iShares MSCI USA Momentum Factor ETF worth $5.83M as of Q2 2026.
  • ShoreHaven Wealth Partners sold 6,478 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $1.93M.
  • iShares MSCI USA Momentum Factor ETF made up 1.83% of ShoreHaven Wealth Partners's portfolio in Q2 2026, its #14 holding.
  • ShoreHaven Wealth Partners first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2022 and has held it in 9 quarters since.
  • 1,207 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.