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

WCG 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 		$5.19M Sell
15,146
-5,311
-26% -$1.58M 0.12% 168
2026
Q1 		$4.91M Buy
20,457
+4,250
+26% +$1.07M 0.14% 154
2025
Q4 		$4.06M Buy
16,207
+1,141
+8% +$286K 0.11% 173
2025
Q3 		$3.86M Buy
15,066
+840
+6% +$206K 0.24% 98
2025
Q2 		$3.42M Buy
14,226
+73
+0.5% +$15.9K 0.22% 113
2025
Q1 		$2.86M Buy
+14,153
New +$3.02M 0.22% 114

Other funds holding MTUM

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
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

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

WCG Wealth Advisors reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 26% in Q2 2026, selling an estimated $1.58M and leaving 15,146 shares worth $5.19M. The position accounts for 0.12% of the portfolio, ranked #168.

WCG Wealth Advisors first reported a position in MTUM in Q1 2025 and has held it in 6 quarters since. 1,211 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • WCG Wealth Advisors held 15,146 shares of iShares MSCI USA Momentum Factor ETF worth $5.19M as of Q2 2026.
  • WCG Wealth Advisors sold 5,311 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $1.58M.
  • iShares MSCI USA Momentum Factor ETF made up 0.12% of WCG Wealth Advisors's portfolio in Q2 2026, its #168 holding.
  • WCG Wealth Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2025 and has held it in 6 quarters since.
  • 1,211 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.