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Signal Advisors Wealth’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Signal Advisors Wealth’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 		$855K Sell
2,493
-329
-12% -$98.2K 0.04% 305
2026
Q1 		$677K Buy
2,822
+99
+4% +$24.9K 0.05% 314
2025
Q4 		$682K Buy
2,723
+168
+7% +$42.2K 0.05% 256
2025
Q3 		$655K Buy
2,555
+198
+8% +$48.5K 0.06% 232
2025
Q2 		$566K Buy
2,357
+497
+27% +$108K 0.04% 279
2025
Q1 		$376K Sell
1,860
-2
-0.1% -$427 0.04% 324
2024
Q4 		$385K Buy
1,862
+428
+30% +$89.7K 0.04% 307
2024
Q3 		$291K Buy
+1,434
New +$278K 0.04% 350
2024
Q2 		– Sell
-2,312
Closed -$433K – 216
2024
Q1 		$433K Buy
2,312
+921
+66% +$161K 0.11% 184
2023
Q4 		$218K Buy
+1,391
New +$204K 0.08% 209

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

Signal Advisors Wealth's MTUM Position: Q2 2026 in Review

Signal Advisors Wealth reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 12% in Q2 2026, selling an estimated $98.2K and leaving 2,493 shares worth $855K. The position accounts for 0.04% of the portfolio, ranked #305.

Signal Advisors Wealth first reported a position in MTUM in Q4 2023 and has held it in 10 quarters since. 1,206 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Signal Advisors Wealth held 2,493 shares of iShares MSCI USA Momentum Factor ETF worth $855K as of Q2 2026.
  • Signal Advisors Wealth sold 329 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $98.2K.
  • iShares MSCI USA Momentum Factor ETF made up 0.04% of Signal Advisors Wealth's portfolio in Q2 2026, its #305 holding.
  • Signal Advisors Wealth first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2023 and has held it in 10 quarters since.
  • 1,206 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Signal Advisors Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.