SWM
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Stonebridge Wealth Management’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Stonebridge Wealth Management’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 		$352K Hold
1,026
– – 0.31% 31
2026
Q1 		$246K Sell
1,026
-3
-0.3% -$754 0.24% 31
2025
Q4 		$258K Hold
1,029
– – 0.24% 33
2025
Q3 		$264K Sell
1,029
-10
-1% -$2.45K 0.23% 29
2025
Q2 		$250K Buy
+1,039
New +$227K 0.24% 30

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

Stonebridge Wealth Management's MTUM Position: Q2 2026 in Review

Stonebridge Wealth Management held its iShares MSCI USA Momentum Factor ETF (MTUM) position steady in Q2 2026 at 1,026 shares worth $352K. The position accounts for 0.31% of the portfolio, ranked #31.

Stonebridge Wealth Management first reported a position in MTUM in Q2 2025 and has held it in 5 quarters since. 212 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Stonebridge Wealth Management held 1,026 shares of iShares MSCI USA Momentum Factor ETF worth $352K as of Q2 2026.
  • Stonebridge Wealth Management left its iShares MSCI USA Momentum Factor ETF share count unchanged in Q2 2026.
  • iShares MSCI USA Momentum Factor ETF made up 0.31% of Stonebridge Wealth Management's portfolio in Q2 2026, its #31 holding.
  • Stonebridge Wealth Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2025 and has held it in 5 quarters since.
  • 212 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Stonebridge Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.