Siligmueller & Norvid Wealth Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Siligmueller & Norvid Wealth Advisors’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
2025 Q3	$1.78M	Buy	+6,947	New	+$1.7M	0.8%	37

Other funds holding MTUM

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Siligmueller & Norvid Wealth Advisors's MTUM Position: Q3 2025 in Review

Siligmueller & Norvid Wealth Advisors opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q3 2025: 6,947 shares worth $1.78M. The stake represents 0.8% of the portfolio and ranks #37 among its holdings.

981 funds tracked by Wall St. Rank hold MTUM as of Q3 2025.

Siligmueller & Norvid Wealth Advisors held 6,947 shares of iShares MSCI USA Momentum Factor ETF worth $1.78M as of Q3 2025.
iShares MSCI USA Momentum Factor ETF was a new Siligmueller & Norvid Wealth Advisors position in Q3 2025.
iShares MSCI USA Momentum Factor ETF made up 0.8% of Siligmueller & Norvid Wealth Advisors's portfolio in Q3 2025, its #37 holding.
981 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2025.

Based on Siligmueller & Norvid Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.