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

SOA 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 		– Sell
-86
Closed -$20.7K – 915
2025
Q2 		$20.7K Buy
+86
New +$18.8K ﹤0.01% 497
2021
Q2 		– Sell
-12
Closed -$1K – 931
2021
Q1 		$1K Buy
+12
New +$1.98K ﹤0.01% 779

Other funds holding MTUM

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SOA Wealth Advisors's MTUM Position: Q3 2025 in Review

SOA Wealth Advisors sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q3 2025, closing a stake of 86 shares — an estimated $20.7K sold.

SOA Wealth Advisors first reported a position in MTUM in Q1 2021 and held it in 2 quarters. The position peaked at $20.7K in Q2 2025. 981 funds tracked by Wall St. Rank hold MTUM as of Q3 2025.

  • SOA Wealth Advisors reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q3 2025 after selling out during the quarter.
  • SOA Wealth Advisors sold 86 iShares MSCI USA Momentum Factor ETF shares in Q3 2025, an estimated $20.7K.
  • SOA Wealth Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2021 and held it in 2 quarters.
  • SOA Wealth Advisors's iShares MSCI USA Momentum Factor ETF position peaked at $20.7K in Q2 2025.
  • 981 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2025.

Based on SOA Wealth Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.