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

Westwind 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 		– Sell
-37
Closed -$9K – 95
2026
Q1 		$9K Sell
37
-11,821
-100% -$2.97M ﹤0.01% 77
2025
Q4 		$2.97M Buy
11,858
+2,800
+31% +$703K 0.61% 29
2025
Q3 		$2.32M Buy
9,058
+6,444
+247% +$1.58M 0.49% 28
2025
Q2 		$628K Buy
+2,614
New +$570K 0.13% 34

Other funds holding MTUM

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
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
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

Westwind Capital's MTUM Position: Q2 2026 in Review

Westwind Capital sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2026, closing a stake of 37 shares — an estimated $9K sold.

Westwind Capital first reported a position in MTUM in Q2 2025 and held it in 4 quarters. The position peaked at $2.97M in Q4 2025. 581 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Westwind Capital reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q2 2026 after selling out during the quarter.
  • Westwind Capital sold 37 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $9K.
  • Westwind Capital first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2025 and held it in 4 quarters.
  • Westwind Capital's iShares MSCI USA Momentum Factor ETF position peaked at $2.97M in Q4 2025.
  • 581 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Westwind Capital's 13F filing for Q2 2026, filed 15 Jul 2026.