TF
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TME Financial’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

TME Financial’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 		$207K Buy
+604
New +$180K 0.13% 68
2026
Q1 		– Sell
-821
Closed -$206K – 68
2025
Q4 		$206K Sell
821
-1
-0.1% -$251 0.14% 69
2025
Q3 		$211K Buy
+822
New +$201K 0.16% 69

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

TME Financial's MTUM Position: Q2 2026 in Review

TME Financial opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2026: 604 shares worth $207K. The stake represents 0.13% of the portfolio and ranks #68 among its holdings. This is a return to the name: TME Financial previously reported a position in MTUM as recently as Q4 2025.

TME Financial first reported a position in MTUM in Q3 2025 and has held it in 3 quarters since. The position peaked at $211K in Q3 2025. 352 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • TME Financial held 604 shares of iShares MSCI USA Momentum Factor ETF worth $207K as of Q2 2026.
  • iShares MSCI USA Momentum Factor ETF was a new TME Financial position in Q2 2026.
  • iShares MSCI USA Momentum Factor ETF made up 0.13% of TME Financial's portfolio in Q2 2026, its #68 holding.
  • TME Financial first reported a position in iShares MSCI USA Momentum Factor ETF in Q3 2025 and has held it in 3 quarters since.
  • TME Financial's iShares MSCI USA Momentum Factor ETF position peaked at $211K in Q3 2025.
  • 352 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on TME Financial's 13F filing for Q2 2026, filed 23 Jul 2026.