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Williams Jones Wealth Management’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Williams Jones Wealth Management’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 		$319K Buy
+930
New +$278K ﹤0.01% 435

Other funds holding MTUM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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
Citigroup
Citigroup New York $303B AUM 53.02% 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

Williams Jones Wealth Management's MTUM Position: Q2 2026 in Review

Williams Jones Wealth Management opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2026: 930 shares worth $319K. The stake represents ﹤0.01% of the portfolio and ranks #435 among its holdings.

703 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Williams Jones Wealth Management held 930 shares of iShares MSCI USA Momentum Factor ETF worth $319K as of Q2 2026.
  • iShares MSCI USA Momentum Factor ETF was a new Williams Jones Wealth Management position in Q2 2026.
  • iShares MSCI USA Momentum Factor ETF made up ﹤0.01% of Williams Jones Wealth Management's portfolio in Q2 2026, its #435 holding.
  • 703 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.