William Mack & Associates’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

William Mack & Associates’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	$3.17K	Buy	+40	New	+$3.09K	﹤0.01%	494

Other funds holding MTUM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

William Mack & Associates's MTUM Position: Q3 2026 in Review

William Mack & Associates opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q3 2026: 40 shares worth $3.17K. The stake represents ﹤0.01% of the portfolio and ranks #494 among its holdings.

1,030 funds tracked by Wall St. Rank hold MTUM as of Q3 2026.

William Mack & Associates held 40 shares of iShares MSCI USA Momentum Factor ETF worth $3.17K as of Q3 2026.
iShares MSCI USA Momentum Factor ETF was a new William Mack & Associates position in Q3 2026.
iShares MSCI USA Momentum Factor ETF made up ﹤0.01% of William Mack & Associates's portfolio in Q3 2026, its #494 holding.
1,030 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2026.

Based on William Mack & Associates's 13F filing for Q3 2026, filed 27 Oct 2026.