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

Visionary Wealth 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	$348K	Buy	+1,016	New	+$303K	0.01%	511
2023 Q2	–	Sell	-1,585	Closed	-$220K	–	479
2023 Q1	$220K	Sell	1,585 -437	-22%	-$61.7K	0.02%	407
2022 Q4	$295K	Sell	2,022 -139	-6%	-$20.2K	0.03%	324
2022 Q3	$284K	Sell	2,161 -918	-30%	-$129K	0.03%	308
2022 Q2	$420K	Buy	3,079 +96	+3%	+$14.1K	0.04%	265
2022 Q1	$502K	Sell	2,983 -11,349	-79%	-$1.87M	0.04%	250
2021 Q4	$2.61M	Sell	14,332 -324	-2%	-$59.7K	0.21%	103
2021 Q3	$2.57M	Buy	14,656 +413	+3%	+$73.4K	0.27%	89
2021 Q2	$2.47M	Buy	14,243 +2,654	+23%	+$450K	0.25%	95
2021 Q1	$1.86M	Buy	11,589 +930	+9%	+$154K	0.2%	114
2020 Q4	$1.72M	Sell	10,659 -6,268	-37%	-$960K	0.19%	107
2020 Q3	$2.5M	Sell	16,927 -307	-2%	-$43.9K	0.35%	73
2020 Q2	$2.26M	Buy	+17,234	New	+$2.09M	0.34%	78

Other funds holding MTUM

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Visionary Wealth Advisors's MTUM Position: Q2 2026 in Review

Visionary Wealth Advisors opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2026: 1,016 shares worth $348K. The stake represents 0.01% of the portfolio and ranks #511 among its holdings. This is a return to the name: Visionary Wealth Advisors previously reported a position in MTUM as recently as Q1 2023.

Visionary Wealth Advisors first reported a position in MTUM in Q2 2020 and has held it in 13 quarters since. The position peaked at $2.61M in Q4 2021. 1,209 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

Visionary Wealth Advisors held 1,016 shares of iShares MSCI USA Momentum Factor ETF worth $348K as of Q2 2026.
iShares MSCI USA Momentum Factor ETF was a new Visionary Wealth Advisors position in Q2 2026.
iShares MSCI USA Momentum Factor ETF made up 0.01% of Visionary Wealth Advisors's portfolio in Q2 2026, its #511 holding.
Visionary Wealth Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2020 and has held it in 13 quarters since.
Visionary Wealth Advisors's iShares MSCI USA Momentum Factor ETF position peaked at $2.61M in Q4 2021.
1,209 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.