SVWAG
MTUM icon

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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Sound View Wealth Advisors Group's MTUM Position: Q1 2026 in Review

Sound View Wealth Advisors Group increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 5.7% in Q1 2026, buying an estimated $34.9K and bringing the position to 2,573 shares worth $617K. The position accounts for 0.04% of the portfolio, ranked #253.

Sound View Wealth Advisors Group first reported a position in MTUM in Q2 2021 and has held it in 12 quarters since. The position peaked at $1.29M in Q4 2021. 1,051 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

  • Sound View Wealth Advisors Group held 2,573 shares of iShares MSCI USA Momentum Factor ETF worth $617K as of Q1 2026.
  • Sound View Wealth Advisors Group bought 139 iShares MSCI USA Momentum Factor ETF shares in Q1 2026, an estimated $34.9K.
  • iShares MSCI USA Momentum Factor ETF made up 0.04% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #253 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 12 quarters since.
  • Sound View Wealth Advisors Group's iShares MSCI USA Momentum Factor ETF position peaked at $1.29M in Q4 2021.
  • 1,051 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.