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

Unison 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 		$9.96M Buy
29,042
+4,076
+16% +$1.22M 0.69% 17
2026
Q1 		$5.99M Buy
24,966
+695
+3% +$175K 0.45% 22
2025
Q4 		$6.08M Buy
24,271
+534
+2% +$134K 0.53% 21
2025
Q3 		$6.09M Sell
23,737
-1,348
-5% -$330K 0.56% 21
2025
Q2 		$6.03M Buy
25,085
+1,399
+6% +$305K 0.67% 19
2025
Q1 		$4.79M Buy
23,686
+569
+2% +$122K 0.61% 24
2024
Q4 		$4.78M Buy
23,117
+518
+2% +$109K 0.57% 26
2024
Q3 		$4.58M Buy
22,599
+429
+2% +$83.1K 0.55% 29
2024
Q2 		$4.32M Buy
22,170
+1,688
+8% +$315K 0.54% 29
2024
Q1 		$3.84M Buy
20,482
+784
+4% +$137K 0.38% 34
2023
Q4 		$3.09M Buy
19,698
+763
+4% +$112K 0.33% 40
2023
Q3 		$2.65M Buy
18,935
+155
+0.8% +$22.4K 0.31% 43
2023
Q2 		$2.71M Buy
18,780
+2,208
+13% +$310K 0.3% 42
2023
Q1 		$2.3M Buy
16,572
+333
+2% +$47K 0.26% 50
2022
Q4 		$2.37M Buy
16,239
+242
+2% +$35.1K 0.31% 47
2022
Q3 		$2.1M Buy
15,997
+3,844
+32% +$539K 0.39% 50
2022
Q2 		$1.66M Buy
12,153
+2,188
+22% +$321K 0.43% 58
2022
Q1 		$1.68M Buy
9,965
+3,008
+43% +$495K 0.4% 59
2021
Q4 		$1.26M Buy
6,957
+3,796
+120% +$700K 0.31% 66
2021
Q3 		$555K Buy
3,161
+545
+21% +$96.8K 0.14% 86
2021
Q2 		$454K Buy
+2,616
New +$443K 0.08% 111

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

Unison Advisors's MTUM Position: Q2 2026 in Review

Unison Advisors increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 16% in Q2 2026, buying an estimated $1.22M and bringing the position to 29,042 shares worth $9.96M. The position accounts for 0.69% of the portfolio, ranked #17.

Unison Advisors first reported a position in MTUM in Q2 2021 and has held it in 21 quarters since. 404 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Unison Advisors held 29,042 shares of iShares MSCI USA Momentum Factor ETF worth $9.96M as of Q2 2026.
  • Unison Advisors bought 4,076 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $1.22M.
  • iShares MSCI USA Momentum Factor ETF made up 0.69% of Unison Advisors's portfolio in Q2 2026, its #17 holding.
  • Unison Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2021 and has held it in 21 quarters since.
  • 404 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Unison Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.