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Triad Wealth Partners’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Triad Wealth Partners’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
Q1 		$224K Buy
+933
New +$234K 0.02% 454
2025
Q4 		– Sell
-1,182
Closed -$303K – 476
2025
Q3 		$303K Buy
+1,182
New +$289K 0.04% 292
2024
Q3 		– Sell
-25
Closed -$4.87K – 589
2024
Q2 		$4.87K Buy
+25
New +$4.67K ﹤0.01% 574

Other funds holding MTUM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Triad Wealth Partners's MTUM Position: Q1 2026 in Review

Triad Wealth Partners opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q1 2026: 933 shares worth $224K. The stake represents 0.02% of the portfolio and ranks #454 among its holdings. This is a return to the name: Triad Wealth Partners previously reported a position in MTUM as recently as Q3 2025.

Triad Wealth Partners first reported a position in MTUM in Q2 2024 and has held it in 3 quarters since. The position peaked at $303K in Q3 2025. 1,051 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

  • Triad Wealth Partners held 933 shares of iShares MSCI USA Momentum Factor ETF worth $224K as of Q1 2026.
  • iShares MSCI USA Momentum Factor ETF was a new Triad Wealth Partners position in Q1 2026.
  • iShares MSCI USA Momentum Factor ETF made up 0.02% of Triad Wealth Partners's portfolio in Q1 2026, its #454 holding.
  • Triad Wealth Partners first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2024 and has held it in 3 quarters since.
  • Triad Wealth Partners's iShares MSCI USA Momentum Factor ETF position peaked at $303K in Q3 2025.
  • 1,051 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.