Wealthfront Advisers
MTUM icon

Wealthfront Advisers’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Wealthfront Advisers’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 		$1.02M Buy
2,978
+725
+32% +$216K ﹤0.01% 722
2026
Q1 		$541K Buy
2,253
+78
+4% +$19.6K ﹤0.01% 819
2025
Q4 		$544K Buy
2,175
+587
+37% +$147K ﹤0.01% 804
2025
Q3 		$407K Sell
1,588
-410
-21% -$100K ﹤0.01% 850
2025
Q2 		$480K Sell
1,998
-122
-6% -$26.6K ﹤0.01% 807
2025
Q1 		$429K Buy
2,120
+868
+69% +$185K ﹤0.01% 803
2024
Q4 		$259K Buy
1,252
+255
+26% +$53.4K ﹤0.01% 856
2024
Q3 		$202K Buy
+997
New +$193K ﹤0.01% 883
2020
Q2 		– Sell
-2,150
Closed -$229K – 504
2020
Q1 		$229K Sell
2,150
-13
-0.6% -$1.61K ﹤0.01% 417
2019
Q4 		$272K Buy
2,163
+6
+0.3% +$728 ﹤0.01% 455
2019
Q3 		$257K Sell
2,157
-70
-3% -$8.44K ﹤0.01% 443
2019
Q2 		$264K Buy
2,227
+77
+4% +$8.81K ﹤0.01% 454
2019
Q1 		$241K Hold
2,150
– – ﹤0.01% 451
2018
Q4 		$215K Buy
+2,150
New +$230K ﹤0.01% 428

Other funds holding MTUM

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Wealthfront Advisers's MTUM Position: Q2 2026 in Review

Wealthfront Advisers increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 32% in Q2 2026, buying an estimated $216K and bringing the position to 2,978 shares worth $1.02M. The position accounts for ﹤0.01% of the portfolio, ranked #722.

Wealthfront Advisers first reported a position in MTUM in Q4 2018 and has held it in 14 quarters since. 974 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Wealthfront Advisers held 2,978 shares of iShares MSCI USA Momentum Factor ETF worth $1.02M as of Q2 2026.
  • Wealthfront Advisers bought 725 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $216K.
  • iShares MSCI USA Momentum Factor ETF made up ﹤0.01% of Wealthfront Advisers's portfolio in Q2 2026, its #722 holding.
  • Wealthfront Advisers first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2018 and has held it in 14 quarters since.
  • 974 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Wealthfront Advisers's 13F filing for Q2 2026, filed 7 Aug 2026.