Solidarity Wealth
MTUM icon

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

Solidarity 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
Q3 		$15.9M Buy
50,248
+1,561
+3% +$482K 2.76% 12
2026
Q2 		$16.7M Buy
+48,687
New +$14.5M 2.91% 12
2022
Q3 		– Sell
-1,986
Closed -$285K – 122
2022
Q2 		$285K Sell
1,986
-82
-4% -$12K 0.15% 92
2022
Q1 		$336K Buy
+2,068
New +$340K 0.19% 85

Other funds holding MTUM

State of Michigan Retirement System
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Symmetry Partners
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return
High Probability Advisors
High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Solidarity Wealth's MTUM Position: Q3 2026 in Review

Solidarity Wealth increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 3.2% in Q3 2026, buying an estimated $482K and bringing the position to 50,248 shares worth $15.9M. The position accounts for 2.76% of the portfolio, ranked #12.

Solidarity Wealth first reported a position in MTUM in Q1 2022 and has held it in 4 quarters since. The position peaked at $16.7M in Q2 2026. 553 funds tracked by Wall St. Rank hold MTUM as of Q3 2026.

  • Solidarity Wealth held 50,248 shares of iShares MSCI USA Momentum Factor ETF worth $15.9M as of Q3 2026.
  • Solidarity Wealth bought 1,561 iShares MSCI USA Momentum Factor ETF shares in Q3 2026, an estimated $482K.
  • iShares MSCI USA Momentum Factor ETF made up 2.76% of Solidarity Wealth's portfolio in Q3 2026, its #12 holding.
  • Solidarity Wealth first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2022 and has held it in 4 quarters since.
  • Solidarity Wealth's iShares MSCI USA Momentum Factor ETF position peaked at $16.7M in Q2 2026.
  • 553 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2026.

Based on Solidarity Wealth's 13F filing for Q3 2026, filed 15 Oct 2026.