WPW
MTUM icon

Waldron Private Wealth’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Waldron Private Wealth’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 		$212K Buy
+618
New +$184K 0.01% 335
2024
Q2 		– Sell
-2,030
Closed -$380K – 435
2024
Q1 		$380K Buy
+2,030
New +$354K 0.02% 278

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
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

Waldron Private Wealth's MTUM Position: Q2 2026 in Review

Waldron Private Wealth opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2026: 618 shares worth $212K. The stake represents 0.01% of the portfolio and ranks #335 among its holdings. This is a return to the name: Waldron Private Wealth previously reported a position in MTUM as recently as Q1 2024.

Waldron Private Wealth first reported a position in MTUM in Q1 2024 and has held it in 2 quarters since. The position peaked at $380K in Q1 2024. 270 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Waldron Private Wealth held 618 shares of iShares MSCI USA Momentum Factor ETF worth $212K as of Q2 2026.
  • iShares MSCI USA Momentum Factor ETF was a new Waldron Private Wealth position in Q2 2026.
  • iShares MSCI USA Momentum Factor ETF made up 0.01% of Waldron Private Wealth's portfolio in Q2 2026, its #335 holding.
  • Waldron Private Wealth first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2024 and has held it in 2 quarters since.
  • Waldron Private Wealth's iShares MSCI USA Momentum Factor ETF position peaked at $380K in Q1 2024.
  • 270 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Waldron Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.