TrueWealth Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

TrueWealth Advisors’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	$248K	Sell	723 -146	-17%	-$43.6K	0.06%	217
2026 Q1	$209K	Sell	869 -4	-0.5%	-$1K	0.05%	231
2025 Q4	$219K	Buy	+873	New	+$219K	0.06%	227
2023 Q1	–	Sell	-1,550	Closed	-$226K	–	190
2022 Q4	$226K	Sell	1,550 -904	-37%	-$131K	0.1%	161
2022 Q3	$322K	Sell	2,454 -633	-21%	-$88.8K	0.15%	106
2022 Q2	$421K	Sell	3,087 -1,524	-33%	-$224K	0.2%	92
2022 Q1	$838K	Hold	4,611	–	–	0.38%	57
2021 Q4	$838K	Sell	4,611 -431	-9%	-$79.4K	0.38%	57
2021 Q3	$885K	Sell	5,042 -8,588	-63%	-$1.53M	0.5%	50
2021 Q2	$2.36M	Buy	13,630 +1,385	+11%	+$235K	1.38%	18
2021 Q1	$2.09M	Sell	12,245 -479	-4%	-$79.2K	1.36%	18
2020 Q4	$2.11M	Buy	+12,724	New	+$1.95M	1.81%	19

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

TrueWealth Advisors's MTUM Position: Q2 2026 in Review

TrueWealth Advisors reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 17% in Q2 2026, selling an estimated $43.6K and leaving 723 shares worth $248K. The position accounts for 0.06% of the portfolio, ranked #217.

TrueWealth Advisors first reported a position in MTUM in Q4 2020 and has held it in 12 quarters since. The position peaked at $2.36M in Q2 2021. 356 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

TrueWealth Advisors held 723 shares of iShares MSCI USA Momentum Factor ETF worth $248K as of Q2 2026.
TrueWealth Advisors sold 146 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $43.6K.
iShares MSCI USA Momentum Factor ETF made up 0.06% of TrueWealth Advisors's portfolio in Q2 2026, its #217 holding.
TrueWealth Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2020 and has held it in 12 quarters since.
TrueWealth Advisors's iShares MSCI USA Momentum Factor ETF position peaked at $2.36M in Q2 2021.
356 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.