WEG
MTUM icon

World Equity Group’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

World Equity Group’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 		$964K Sell
2,812
-542
-16% -$162K 0.22% 99
2026
Q1 		$805K Buy
3,354
+12
+0.4% +$3.02K 0.21% 113
2025
Q4 		$837K Buy
3,342
+291
+10% +$73.1K 0.23% 98
2025
Q3 		$782K Buy
3,051
+158
+5% +$38.7K 0.18% 115
2025
Q2 		$695K Sell
2,893
-140
-5% -$30.5K 0.19% 123
2025
Q1 		$613K Buy
3,033
+337
+13% +$72K 0.18% 123
2024
Q4 		$558K Buy
2,696
+1,244
+86% +$261K 0.12% 180
2024
Q3 		$294K Buy
+1,452
New +$281K 0.11% 182
2024
Q2 		– Sell
-1,192
Closed -$223K – 304
2024
Q1 		$223K Buy
+1,192
New +$208K 0.05% 278
2023
Q2 		– Sell
-8,166
Closed -$558K – 459
2023
Q1 		$558K Buy
8,166
+2,549
+45% +$360K 0.08% 256
2022
Q4 		$820K Buy
5,617
+3,872
+222% +$562K 0.19% 125
2022
Q3 		$229K Hold
1,745
– – 0.06% 289
2022
Q2 		$238K Sell
1,745
-124
-7% -$18.2K 0.06% 293
2022
Q1 		$314K Buy
+1,869
New +$308K 0.07% 267

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
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
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
FG
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
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

World Equity Group's MTUM Position: Q2 2026 in Review

World Equity Group reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 16% in Q2 2026, selling an estimated $162K and leaving 2,812 shares worth $964K. The position accounts for 0.22% of the portfolio, ranked #99.

World Equity Group first reported a position in MTUM in Q1 2022 and has held it in 14 quarters since. 270 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • World Equity Group held 2,812 shares of iShares MSCI USA Momentum Factor ETF worth $964K as of Q2 2026.
  • World Equity Group sold 542 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $162K.
  • iShares MSCI USA Momentum Factor ETF made up 0.22% of World Equity Group's portfolio in Q2 2026, its #99 holding.
  • World Equity Group first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2022 and has held it in 14 quarters since.
  • 270 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.