MW ADVISORY, LLC’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

MW ADVISORY, LLC’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	$520K	Buy	+1,516	New	+$452K	0.21%	70

Other funds holding MTUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 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

MW ADVISORY, LLC's MTUM Position: Q2 2026 in Review

MW ADVISORY, LLC opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2026: 1,516 shares worth $520K. The stake represents 0.21% of the portfolio and ranks #70 among its holdings.

803 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

MW ADVISORY, LLC held 1,516 shares of iShares MSCI USA Momentum Factor ETF worth $520K as of Q2 2026.
iShares MSCI USA Momentum Factor ETF was a new MW ADVISORY, LLC position in Q2 2026.
iShares MSCI USA Momentum Factor ETF made up 0.21% of MW ADVISORY, LLC's portfolio in Q2 2026, its #70 holding.
803 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on MW ADVISORY, LLC's 13F filing for Q2 2026, filed 7 Aug 2026.