Wolff Wiese Magana’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Wolff Wiese Magana’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	$4.46K	Hold	13	–	–	﹤0.01%	667
2026 Q1	$3.12K	Hold	13	–	–	﹤0.01%	697
2025 Q4	$3.25K	Hold	13	–	–	﹤0.01%	665
2025 Q3	$3.33K	Hold	13	–	–	﹤0.01%	665
2025 Q2	$3.13K	Hold	13	–	–	﹤0.01%	645
2025 Q1	$2.63K	Buy	+13	New	+$2.78K	﹤0.01%	687

Other funds holding MTUM

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Wolff Wiese Magana's MTUM Position: Q2 2026 in Review

Wolff Wiese Magana held its iShares MSCI USA Momentum Factor ETF (MTUM) position steady in Q2 2026 at 13 shares worth $4.46K. The position accounts for ﹤0.01% of the portfolio, ranked #667.

Wolff Wiese Magana first reported a position in MTUM in Q1 2025 and has held it in 6 quarters since. 404 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

Wolff Wiese Magana held 13 shares of iShares MSCI USA Momentum Factor ETF worth $4.46K as of Q2 2026.
Wolff Wiese Magana left its iShares MSCI USA Momentum Factor ETF share count unchanged in Q2 2026.
iShares MSCI USA Momentum Factor ETF made up ﹤0.01% of Wolff Wiese Magana's portfolio in Q2 2026, its #667 holding.
Wolff Wiese Magana first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2025 and has held it in 6 quarters since.
404 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.