Wealth Enhancement Advisory Services
MTUM icon

Wealth Enhancement Advisory Services’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Wealth Enhancement Advisory Services’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
2024
Q2 		– Sell
-100
Closed -$540 – 2672
2024
Q1 		$540 Buy
+100
New +$17.5K ﹤0.01% 2473

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
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
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

Wealth Enhancement Advisory Services's MTUM Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 1.1% in Q2 2026, selling an estimated $1.98M and leaving 607,622 shares worth $196M. The position accounts for 0.33% of the portfolio, ranked #47.

Wealth Enhancement Advisory Services first reported a position in MTUM in Q2 2015 and has held it in 45 quarters since. The position peaked at $518M in Q4 2023. 405 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Wealth Enhancement Advisory Services held 607,622 shares of iShares MSCI USA Momentum Factor ETF worth $196M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 6,637 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $1.98M.
  • iShares MSCI USA Momentum Factor ETF made up 0.33% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #47 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2015 and has held it in 45 quarters since.
  • Wealth Enhancement Advisory Services's iShares MSCI USA Momentum Factor ETF position peaked at $518M in Q4 2023.
  • 405 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.