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

TCI Wealth Advisors’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	$243K	Buy	+709	New	+$212K	0.01%	235
2024 Q3	–	Sell	-1,291	Closed	-$252K	–	246
2024 Q2	$252K	Hold	1,291	–	–	0.02%	194
2024 Q1	$242K	Buy	+1,291	New	+$225K	0.02%	191
2023 Q1	–	Sell	-2	Closed	-$292	–	2598
2022 Q4	$292	Hold	2	–	–	﹤0.01%	2284
2022 Q3	$0	Hold	2	–	–	﹤0.01%	2473
2022 Q2	$0	Buy	+2	New	+$294	﹤0.01%	2437
2021 Q4	–	Sell	-59	Closed	-$10K	–	2443
2021 Q3	$10K	Hold	59	–	–	﹤0.01%	1110
2021 Q2	$10K	Hold	59	–	–	﹤0.01%	970
2021 Q1	$9K	Buy	+59	New	+$9.76K	﹤0.01%	923
2020 Q2	–	Sell	-1,845	Closed	-$196K	–	1600
2020 Q1	$196K	Buy	+1,845	New	+$228K	0.1%	144

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

TCI Wealth Advisors's MTUM Position: Q2 2026 in Review

TCI Wealth Advisors opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2026: 709 shares worth $243K. The stake represents 0.01% of the portfolio and ranks #235 among its holdings. This is a return to the name: TCI Wealth Advisors previously reported a position in MTUM as recently as Q2 2024.

TCI Wealth Advisors first reported a position in MTUM in Q1 2020 and has held it in 10 quarters since. The position peaked at $252K in Q2 2024. 1,210 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

TCI Wealth Advisors held 709 shares of iShares MSCI USA Momentum Factor ETF worth $243K as of Q2 2026.
iShares MSCI USA Momentum Factor ETF was a new TCI Wealth Advisors position in Q2 2026.
iShares MSCI USA Momentum Factor ETF made up 0.01% of TCI Wealth Advisors's portfolio in Q2 2026, its #235 holding.
TCI Wealth Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2020 and has held it in 10 quarters since.
TCI Wealth Advisors's iShares MSCI USA Momentum Factor ETF position peaked at $252K in Q2 2024.
1,210 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on TCI Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.