WPC
MTUM icon

Wedmont Private Capital’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Wedmont Private Capital’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 		$208K Buy
+646
New +$193K 0.01% 904
2025
Q1 		– Sell
-1,972
Closed -$408K – 746
2024
Q4 		$408K Buy
1,972
+168
+9% +$35.2K 0.02% 447
2024
Q3 		$365K Hold
1,804
– – 0.02% 455
2024
Q2 		$360K Buy
+1,804
New +$337K 0.02% 436

Other funds holding MTUM

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return

Wedmont Private Capital's MTUM Position: Q2 2026 in Review

Wedmont Private Capital opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2026: 646 shares worth $208K. The stake represents 0.01% of the portfolio and ranks #904 among its holdings. This is a return to the name: Wedmont Private Capital previously reported a position in MTUM as recently as Q4 2024.

Wedmont Private Capital first reported a position in MTUM in Q2 2024 and has held it in 4 quarters since. The position peaked at $408K in Q4 2024. 196 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Wedmont Private Capital held 646 shares of iShares MSCI USA Momentum Factor ETF worth $208K as of Q2 2026.
  • iShares MSCI USA Momentum Factor ETF was a new Wedmont Private Capital position in Q2 2026.
  • iShares MSCI USA Momentum Factor ETF made up 0.01% of Wedmont Private Capital's portfolio in Q2 2026, its #904 holding.
  • Wedmont Private Capital first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2024 and has held it in 4 quarters since.
  • Wedmont Private Capital's iShares MSCI USA Momentum Factor ETF position peaked at $408K in Q4 2024.
  • 196 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.