UAG
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United Advisor Group’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

United Advisor Group’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 		$1.32M Buy
3,850
+1,115
+41% +$333K 0.14% 172
2026
Q1 		$656K Buy
2,735
+68
+3% +$17.1K 0.08% 236
2025
Q4 		$667K Buy
2,667
+56
+2% +$14.1K 0.08% 235
2025
Q3 		$670K Buy
2,611
+605
+30% +$148K 0.09% 220
2025
Q2 		$482K Buy
2,006
+208
+12% +$45.4K 0.08% 226
2025
Q1 		$364K Buy
1,798
+301
+20% +$64.3K 0.07% 245
2024
Q4 		$310K Sell
1,497
-1,926
-56% -$404K 0.06% 292
2024
Q3 		$694K Buy
3,423
+2,005
+141% +$388K 0.16% 140
2024
Q2 		$276K Buy
+1,418
New +$265K 0.09% 209

Other funds holding MTUM

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
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

United Advisor Group's MTUM Position: Q2 2026 in Review

United Advisor Group increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 41% in Q2 2026, buying an estimated $333K and bringing the position to 3,850 shares worth $1.32M. The position accounts for 0.14% of the portfolio, ranked #172.

United Advisor Group first reported a position in MTUM in Q2 2024 and has held it in 9 quarters since. 1,206 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • United Advisor Group held 3,850 shares of iShares MSCI USA Momentum Factor ETF worth $1.32M as of Q2 2026.
  • United Advisor Group bought 1,115 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $333K.
  • iShares MSCI USA Momentum Factor ETF made up 0.14% of United Advisor Group's portfolio in Q2 2026, its #172 holding.
  • United Advisor Group first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2024 and has held it in 9 quarters since.
  • 1,206 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.