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 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Wealthspire Advisors (New York)'s MTUM Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 32% in Q1 2026, selling an estimated $404K and leaving 3,418 shares worth $820K. The position accounts for 0.01% of the portfolio, ranked #449.

Wealthspire Advisors (New York) first reported a position in MTUM in Q1 2021 and has held it in 7 quarters since. The position peaked at $1.26M in Q4 2025. 1,054 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

Wealthspire Advisors (New York) held 3,418 shares of iShares MSCI USA Momentum Factor ETF worth $820K as of Q1 2026.
Wealthspire Advisors (New York) sold 1,609 iShares MSCI USA Momentum Factor ETF shares in Q1 2026, an estimated $404K.
iShares MSCI USA Momentum Factor ETF made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #449 holding.
Wealthspire Advisors (New York) first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2021 and has held it in 7 quarters since.
Wealthspire Advisors (New York)'s iShares MSCI USA Momentum Factor ETF position peaked at $1.26M in Q4 2025.
1,054 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.