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MTUM icon

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

SteelPeak 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
Q2 		$24.4M Sell
71,207
-6,277
-8% -$1.87M 0.63% 30
2026
Q1 		$18.6M Sell
77,484
-3,095
-4% -$778K 0.57% 38
2025
Q4 		$20.2M Buy
80,579
+33,239
+70% +$8.35M 0.66% 35
2025
Q3 		$12.1M Buy
47,340
+7,615
+19% +$1.86M 0.4% 55
2025
Q2 		$9.55M Buy
39,725
+446
+1% +$97.3K 0.37% 69
2025
Q1 		$7.94M Buy
39,279
+13,016
+50% +$2.78M 0.33% 73
2024
Q4 		$5.43M Buy
+26,263
New +$5.5M 0.22% 88
2023
Q1 		– Sell
-25,384
Closed -$3.7M – 436
2022
Q4 		$3.7M Buy
+25,384
New +$3.68M 0.27% 80
2021
Q3 		– Sell
-23,203
Closed -$4.02M – 461
2021
Q2 		$4.02M Sell
23,203
-12,896
-36% -$2.18M 0.28% 80
2021
Q1 		$5.81M Buy
+36,099
New +$5.97M 0.46% 60
2020
Q1 		– Sell
-1,945
Closed -$244K – 282
2019
Q4 		$244K Buy
+1,945
New +$236K 0.03% 218

Other funds holding MTUM

EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

SteelPeak Wealth's MTUM Position: Q2 2026 in Review

SteelPeak Wealth reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 8.1% in Q2 2026, selling an estimated $1.87M and leaving 71,207 shares worth $24.4M. The position accounts for 0.63% of the portfolio, ranked #30.

SteelPeak Wealth first reported a position in MTUM in Q4 2019 and has held it in 11 quarters since. 212 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • SteelPeak Wealth held 71,207 shares of iShares MSCI USA Momentum Factor ETF worth $24.4M as of Q2 2026.
  • SteelPeak Wealth sold 6,277 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $1.87M.
  • iShares MSCI USA Momentum Factor ETF made up 0.63% of SteelPeak Wealth's portfolio in Q2 2026, its #30 holding.
  • SteelPeak Wealth first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2019 and has held it in 11 quarters since.
  • 212 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.