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Wagner Wealth Management (South Carolina)’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Wagner Wealth Management (South Carolina)’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 		$6.17K Buy
+18
New +$5.37K ﹤0.01% 243
2021
Q2 		– Sell
-37
Closed -$6K – 705
2021
Q1 		$6K Buy
+37
New +$6.12K ﹤0.01% 526
2018
Q3 		$10K Buy
+80
New +$9.2K 0.01% 421

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s MTUM Position: Q2 2026 in Review

Wagner Wealth Management (South Carolina) opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2026: 18 shares worth $6.17K. The stake represents ﹤0.01% of the portfolio and ranks #243 among its holdings. This is a return to the name: Wagner Wealth Management (South Carolina) previously reported a position in MTUM as recently as Q1 2021.

Wagner Wealth Management (South Carolina) first reported a position in MTUM in Q3 2018 and has held it in 3 quarters since. The position peaked at $10K in Q3 2018. 531 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Wagner Wealth Management (South Carolina) held 18 shares of iShares MSCI USA Momentum Factor ETF worth $6.17K as of Q2 2026.
  • iShares MSCI USA Momentum Factor ETF was a new Wagner Wealth Management (South Carolina) position in Q2 2026.
  • iShares MSCI USA Momentum Factor ETF made up ﹤0.01% of Wagner Wealth Management (South Carolina)'s portfolio in Q2 2026, its #243 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in iShares MSCI USA Momentum Factor ETF in Q3 2018 and has held it in 3 quarters since.
  • Wagner Wealth Management (South Carolina)'s iShares MSCI USA Momentum Factor ETF position peaked at $10K in Q3 2018.
  • 531 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2026, filed 24 Jul 2026.