Team Financial Group’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Team Financial 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 Q2	–	Sell	-352	Closed	-$84.5K	–	182
2026 Q1	$84.5K	Hold	352	–	–	0.04%	86
2025 Q4	$88K	Buy	352 +1	+0.3%	+$251	0.04%	77
2025 Q3	$89.9K	Sell	351 -23	-6%	-$5.63K	0.04%	69
2025 Q2	$89.8K	Buy	+374	New	+$81.6K	0.04%	65
2024 Q1	–	Sell	-684	Closed	-$107K	–	148
2023 Q4	$107K	Sell	684 -101	-13%	-$14.8K	0.08%	43
2023 Q3	$110K	Buy	+785	New	+$113K	0.09%	43

Other funds holding MTUM

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

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

Team Financial Group's MTUM Position: Q2 2026 in Review

Team Financial Group sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2026, closing a stake of 352 shares — an estimated $84.5K sold.

Team Financial Group first reported a position in MTUM in Q3 2023 and held it in 6 quarters. The position peaked at $110K in Q3 2023. 404 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

Team Financial Group reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q2 2026 after selling out during the quarter.
Team Financial Group sold 352 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $84.5K.
Team Financial Group first reported a position in iShares MSCI USA Momentum Factor ETF in Q3 2023 and held it in 6 quarters.
Team Financial Group's iShares MSCI USA Momentum Factor ETF position peaked at $110K in Q3 2023.
404 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Team Financial Group's 13F filing for Q2 2026, filed 13 Jul 2026.