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West Financial Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

West Financial Advisors’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 		$1.09M Buy
+3,191
New +$952K 0.17% 34
2023
Q2 		– Sell
-3
Closed -$418 – 197
2023
Q1 		$418 Hold
3
– – ﹤0.01% 158
2022
Q4 		$438 Buy
+3
New +$435 ﹤0.01% 156

Other funds holding MTUM

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
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

West Financial Advisors's MTUM Position: Q2 2026 in Review

West Financial Advisors opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2026: 3,191 shares worth $1.09M. The stake represents 0.17% of the portfolio and ranks #34 among its holdings. This is a return to the name: West Financial Advisors previously reported a position in MTUM as recently as Q1 2023.

West Financial Advisors first reported a position in MTUM in Q4 2022 and has held it in 3 quarters since. 1,210 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • West Financial Advisors held 3,191 shares of iShares MSCI USA Momentum Factor ETF worth $1.09M as of Q2 2026.
  • iShares MSCI USA Momentum Factor ETF was a new West Financial Advisors position in Q2 2026.
  • iShares MSCI USA Momentum Factor ETF made up 0.17% of West Financial Advisors's portfolio in Q2 2026, its #34 holding.
  • West Financial Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2022 and has held it in 3 quarters since.
  • 1,210 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.