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

Unify Financial 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 		$948K Sell
2,765
-1,230
-31% -$367K 0.88% 31
2026
Q1 		$959K Buy
3,995
+1,674
+72% +$421K 0.99% 29
2025
Q4 		$581K Buy
+2,321
New +$583K 0.61% 44

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

Unify Financial Advisors's MTUM Position: Q2 2026 in Review

Unify Financial Advisors reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 31% in Q2 2026, selling an estimated $367K and leaving 2,765 shares worth $948K. The position accounts for 0.88% of the portfolio, ranked #31.

Unify Financial Advisors first reported a position in MTUM in Q4 2025 and has held it in 3 quarters since. The position peaked at $959K in Q1 2026. 340 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Unify Financial Advisors held 2,765 shares of iShares MSCI USA Momentum Factor ETF worth $948K as of Q2 2026.
  • Unify Financial Advisors sold 1,230 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $367K.
  • iShares MSCI USA Momentum Factor ETF made up 0.88% of Unify Financial Advisors's portfolio in Q2 2026, its #31 holding.
  • Unify Financial Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • Unify Financial Advisors's iShares MSCI USA Momentum Factor ETF position peaked at $959K in Q1 2026.
  • 340 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Unify Financial Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.