Sound View Wealth Advisors Group’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Sound View Wealth Advisors Group’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	$938K	Buy	2,736 +163	+6%	+$48.6K	0.06%	204
2026 Q1	$617K	Buy	2,573 +139	+6%	+$34.9K	0.04%	253
2025 Q4	$609K	Buy	2,434 +662	+37%	+$166K	0.04%	251
2025 Q3	$454K	Buy	+1,772	New	+$434K	0.03%	281
2023 Q4	–	Sell	-2,108	Closed	-$294K	–	389
2023 Q3	$294K	Sell	2,108 -419	-17%	-$60.5K	0.04%	290
2023 Q2	$364K	Sell	2,527 -950	-27%	-$134K	0.05%	264
2023 Q1	$483K	Buy	+3,477	New	+$491K	0.07%	224
2022 Q4	–	Sell	-2,692	Closed	-$353K	–	391
2022 Q3	$353K	Sell	2,692 -98	-4%	-$13.7K	0.08%	195
2022 Q2	$380K	Sell	2,790 -272	-9%	-$39.9K	0.08%	191
2022 Q1	$515K	Sell	3,062 -4,035	-57%	-$664K	0.1%	170
2021 Q4	$1.29M	Buy	7,097 +22	+0.3%	+$4.05K	0.24%	101
2021 Q3	$1.24M	Sell	7,075 -52	-0.7%	-$9.24K	0.26%	98
2021 Q2	$1.24M	Buy	+7,127	New	+$1.21M	0.26%	97

Other funds holding MTUM

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Sound View Wealth Advisors Group's MTUM Position: Q2 2026 in Review

Sound View Wealth Advisors Group increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 6.3% in Q2 2026, buying an estimated $48.6K and bringing the position to 2,736 shares worth $938K. The position accounts for 0.06% of the portfolio, ranked #204.

Sound View Wealth Advisors Group first reported a position in MTUM in Q2 2021 and has held it in 13 quarters since. The position peaked at $1.29M in Q4 2021. 1,210 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

Sound View Wealth Advisors Group held 2,736 shares of iShares MSCI USA Momentum Factor ETF worth $938K as of Q2 2026.
Sound View Wealth Advisors Group bought 163 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $48.6K.
iShares MSCI USA Momentum Factor ETF made up 0.06% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #204 holding.
Sound View Wealth Advisors Group first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2021 and has held it in 13 quarters since.
Sound View Wealth Advisors Group's iShares MSCI USA Momentum Factor ETF position peaked at $1.29M in Q4 2021.
1,210 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.