UWM
MTUM icon

USAdvisors Wealth Management’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

USAdvisors 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
2026
Q2 		$434K Buy
1,267
+1
+0.1% +$298 0.12% 97
2026
Q1 		$292K Sell
1,266
-56
-4% -$14.1K 0.1% 108
2025
Q4 		$331K Buy
1,322
+2
+0.2% +$502 0.11% 97
2025
Q3 		$338K Sell
1,320
-52
-4% -$12.7K 0.12% 95
2025
Q2 		$330K Buy
1,372
+1,229
+859% +$268K 0.12% 94
2025
Q1 		$285K Sell
143
-1,268
-90% -$271K 0.1% 105
2024
Q4 		$291K Sell
1,411
-9
-0.6% -$1.89K 0.09% 106
2024
Q3 		$286K Sell
1,420
-13
-0.9% -$2.52K 0.1% 102
2024
Q2 		$279K Buy
1,433
+2
+0.1% +$373 0.1% 103
2024
Q1 		$268K Hold
1,431
– – 0.1% 113
2023
Q4 		$224K Sell
1,431
-784
-35% -$115K 0.09% 119
2023
Q3 		$309K Sell
2,215
-508
-19% -$73.3K 0.14% 88
2023
Q2 		$393K Sell
2,723
-933
-26% -$131K 0.19% 84
2023
Q1 		$508K Sell
3,656
-118
-3% -$16.6K 0.24% 79
2022
Q4 		$551K Buy
3,774
+29
+0.8% +$4.21K 0.27% 78
2022
Q3 		$491K Sell
3,745
-11
-0.3% -$1.54K 0.25% 79
2022
Q2 		$512K Sell
3,756
-959
-20% -$141K 0.26% 77
2022
Q1 		$793K Sell
4,715
-598
-11% -$98.4K 0.34% 71
2021
Q4 		$966K Sell
5,313
-39,633
-88% -$7.3M 0.39% 56
2021
Q3 		$7.89M Buy
44,946
+38,091
+556% +$6.77M 3.42% 7
2021
Q2 		$1.19M Sell
6,855
-39,866
-85% -$6.75M 0.65% 40
2021
Q1 		$7.51M Buy
46,721
+31,295
+203% +$5.17M 3.63% 4
2020
Q4 		$2.53M Sell
15,426
-130
-0.8% -$19.9K 1.21% 24
2020
Q3 		$2.29K Buy
15,556
+274
+2% +$39.1K 0.36% 24
2020
Q2 		$2M Buy
15,282
+3,274
+27% +$396K 1.06% 22
2020
Q1 		$1.28M Buy
12,008
+7,740
+181% +$957K 0.79% 29
2019
Q4 		$536K Buy
+4,268
New +$518K 0.28% 45

Other funds holding MTUM

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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

USAdvisors Wealth Management's MTUM Position: Q2 2026 in Review

USAdvisors Wealth Management increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 0.08% in Q2 2026, buying an estimated $298 and bringing the position to 1,267 shares worth $434K. The position accounts for 0.12% of the portfolio, ranked #97.

USAdvisors Wealth Management first reported a position in MTUM in Q4 2019 and has held it in 27 quarters since. The position peaked at $7.89M in Q3 2021. 562 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • USAdvisors Wealth Management held 1,267 shares of iShares MSCI USA Momentum Factor ETF worth $434K as of Q2 2026.
  • USAdvisors Wealth Management bought 1 iShares MSCI USA Momentum Factor ETF share in Q2 2026, an estimated $298.
  • iShares MSCI USA Momentum Factor ETF made up 0.12% of USAdvisors Wealth Management's portfolio in Q2 2026, its #97 holding.
  • USAdvisors Wealth Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2019 and has held it in 27 quarters since.
  • USAdvisors Wealth Management's iShares MSCI USA Momentum Factor ETF position peaked at $7.89M in Q3 2021.
  • 562 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on USAdvisors Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.