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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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

WCG Wealth Advisors's MTUM Position: Q1 2026 in Review

WCG Wealth Advisors increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 26% in Q1 2026, buying an estimated $1.07M and bringing the position to 20,457 shares worth $4.91M. The position accounts for 0.14% of the portfolio, ranked #154.

WCG Wealth Advisors first reported a position in MTUM in Q1 2025 and has held it in 5 quarters since. 1,051 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

  • WCG Wealth Advisors held 20,457 shares of iShares MSCI USA Momentum Factor ETF worth $4.91M as of Q1 2026.
  • WCG Wealth Advisors bought 4,250 iShares MSCI USA Momentum Factor ETF shares in Q1 2026, an estimated $1.07M.
  • iShares MSCI USA Momentum Factor ETF made up 0.14% of WCG Wealth Advisors's portfolio in Q1 2026, its #154 holding.
  • WCG Wealth Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2025 and has held it in 5 quarters since.
  • 1,051 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.