Wealthspire Advisors (New York)’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Wealthspire Advisors (New York)’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	$7.4M	Buy	21,595 +18,177	+532%	+$5.42M	0.04%	207
2026 Q1	$820K	Sell	3,418 -1,609	-32%	-$404K	0.01%	449
2025 Q4	$1.26M	Buy	5,027 +3,633	+261%	+$912K	0.01%	384
2025 Q3	$357K	Sell	1,394 -1	-0.1%	-$245	﹤0.01%	618
2025 Q2	$335K	Sell	1,395 -172	-11%	-$37.5K	﹤0.01%	637
2025 Q1	$317K	Sell	1,567 -227	-13%	-$48.5K	﹤0.01%	630
2024 Q4	$371K	Buy	+1,794	New	+$376K	﹤0.01%	593
2021 Q2	–	Sell	-2,759	Closed	-$444K	–	559
2021 Q1	$444K	Buy	+2,759	New	+$456K	0.01%	429

Other funds holding MTUM

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Wealthspire Advisors (New York)'s MTUM Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 532% in Q2 2026, buying an estimated $5.42M and bringing the position to 21,595 shares worth $7.4M. The position accounts for 0.04% of the portfolio, ranked #207.

Wealthspire Advisors (New York) first reported a position in MTUM in Q1 2021 and has held it in 8 quarters since. 1,211 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

Wealthspire Advisors (New York) held 21,595 shares of iShares MSCI USA Momentum Factor ETF worth $7.4M as of Q2 2026.
Wealthspire Advisors (New York) bought 18,177 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $5.42M.
iShares MSCI USA Momentum Factor ETF made up 0.04% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #207 holding.
Wealthspire Advisors (New York) first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2021 and has held it in 8 quarters since.
1,211 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.