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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
Q3 		$205K Buy
647
+1
+0.2% +$309 ﹤0.01% 957
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

AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
CP
Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
EFG
Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return

Wedmont Private Capital's MTUM Position: Q3 2026 in Review

Wedmont Private Capital increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 0.15% in Q3 2026, buying an estimated $309 and bringing the position to 647 shares worth $205K. The position accounts for ﹤0.01% of the portfolio, ranked #957.

Wedmont Private Capital first reported a position in MTUM in Q2 2024 and has held it in 5 quarters since. The position peaked at $408K in Q4 2024. 61 funds tracked by Wall St. Rank hold MTUM as of Q3 2026.

  • Wedmont Private Capital held 647 shares of iShares MSCI USA Momentum Factor ETF worth $205K as of Q3 2026.
  • Wedmont Private Capital bought 1 iShares MSCI USA Momentum Factor ETF share in Q3 2026, an estimated $309.
  • iShares MSCI USA Momentum Factor ETF made up ﹤0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #957 holding.
  • Wedmont Private Capital first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2024 and has held it in 5 quarters since.
  • Wedmont Private Capital's iShares MSCI USA Momentum Factor ETF position peaked at $408K in Q4 2024.
  • 61 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.