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 Q2	$209K	Sell	692 -241	-26%	-$71.9K	0.01%	541
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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Triad Wealth Partners's MTUM Position: Q2 2026 in Review

Triad Wealth Partners reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 26% in Q2 2026, selling an estimated $71.9K and leaving 692 shares worth $209K. The position accounts for 0.01% of the portfolio, ranked #541.

Triad Wealth Partners first reported a position in MTUM in Q2 2024 and has held it in 4 quarters since. The position peaked at $303K in Q3 2025. 1,211 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

Triad Wealth Partners held 692 shares of iShares MSCI USA Momentum Factor ETF worth $209K as of Q2 2026.
Triad Wealth Partners sold 241 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $71.9K.
iShares MSCI USA Momentum Factor ETF made up 0.01% of Triad Wealth Partners's portfolio in Q2 2026, its #541 holding.
Triad Wealth Partners first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2024 and has held it in 4 quarters since.
Triad Wealth Partners's iShares MSCI USA Momentum Factor ETF position peaked at $303K in Q3 2025.
1,211 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.