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

StackStone 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	$366K	Buy	+1,154	New	+$356K	0.04%	253

Other funds holding MTUM

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return

High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return

StackStone Wealth's MTUM Position: Q3 2026 in Review

StackStone Wealth opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q3 2026: 1,154 shares worth $366K. The stake represents 0.04% of the portfolio and ranks #253 among its holdings.

491 funds tracked by Wall St. Rank hold MTUM as of Q3 2026.

StackStone Wealth held 1,154 shares of iShares MSCI USA Momentum Factor ETF worth $366K as of Q3 2026.
iShares MSCI USA Momentum Factor ETF was a new StackStone Wealth position in Q3 2026.
iShares MSCI USA Momentum Factor ETF made up 0.04% of StackStone Wealth's portfolio in Q3 2026, its #253 holding.
491 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2026.

Based on StackStone Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.