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J. M. Brown & Associates Inc.’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

J. M. Brown & Associates Inc.’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 		$789K Buy
+2,302
New +$687K 0.45% 70

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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SP
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
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

J. M. Brown & Associates Inc.'s MTUM Position: Q2 2026 in Review

J. M. Brown & Associates Inc. opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2026: 2,302 shares worth $789K. The stake represents 0.45% of the portfolio and ranks #70 among its holdings.

392 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • J. M. Brown & Associates Inc. held 2,302 shares of iShares MSCI USA Momentum Factor ETF worth $789K as of Q2 2026.
  • iShares MSCI USA Momentum Factor ETF was a new J. M. Brown & Associates Inc. position in Q2 2026.
  • iShares MSCI USA Momentum Factor ETF made up 0.45% of J. M. Brown & Associates Inc.'s portfolio in Q2 2026, its #70 holding.
  • 392 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on J. M. Brown & Associates Inc.'s 13F filing for Q2 2026, filed 23 Jul 2026.