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Tyler-Stone Wealth Management’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Tyler-Stone Wealth Management’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
2025
Q2 		$1.76M Sell
7,330
-33
-0.4% -$7.2K 0.28% 71
2025
Q1 		$1.49M Sell
7,363
-490
-6% -$105K 0.27% 76
2024
Q4 		$1.62M Buy
7,853
+23
+0.3% +$4.82K 0.29% 68
2024
Q3 		$1.59M Buy
7,830
+3,902
+99% +$756K 0.3% 71
2024
Q2 		$765K Sell
3,928
-49
-1% -$9.14K 0.31% 60
2024
Q1 		$745K Sell
3,977
-210
-5% -$36.7K 0.33% 57
2023
Q4 		$657K Sell
4,187
-119
-3% -$17.5K 0.33% 66
2023
Q3 		$602K Sell
4,306
-115
-3% -$16.6K 0.34% 60
2023
Q2 		$638K Buy
+4,421
New +$622K 0.36% 61
2022
Q4 		$682K Sell
4,672
-140
-3% -$20.3K 0.46% 51
2022
Q3 		$631K Sell
4,812
-1,993
-29% -$279K 0.48% 49
2022
Q2 		$928K Hold
6,805
– – 0.62% 37
2022
Q1 		$1.15M Sell
6,805
-30
-0.4% -$4.94K 0.63% 37
2021
Q4 		$1.24M Buy
+6,835
New +$1.26M 0.66% 34

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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Tyler-Stone Wealth Management's MTUM Position: Q2 2025 in Review

Tyler-Stone Wealth Management reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 0.45% in Q2 2025, selling an estimated $7.2K and leaving 7,330 shares worth $1.76M. The position accounts for 0.28% of the portfolio, ranked #71.

Tyler-Stone Wealth Management first reported a position in MTUM in Q4 2021 and has held it in 14 quarters since. 955 funds tracked by Wall St. Rank hold MTUM as of Q2 2025.

  • Tyler-Stone Wealth Management held 7,330 shares of iShares MSCI USA Momentum Factor ETF worth $1.76M as of Q2 2025.
  • Tyler-Stone Wealth Management sold 33 iShares MSCI USA Momentum Factor ETF shares in Q2 2025, an estimated $7.2K.
  • iShares MSCI USA Momentum Factor ETF made up 0.28% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #71 holding.
  • Tyler-Stone Wealth Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2021 and has held it in 14 quarters since.
  • 955 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.