World Equity Group
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
Q3 		$445K Sell
1,401
-1,411
-50% -$436K 0.18% 122
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

Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
High Probability Advisors
High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Armbruster Capital Management
Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
1900 Wealth Management
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

World Equity Group's MTUM Position: Q3 2026 in Review

World Equity Group reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 50% in Q3 2026, selling an estimated $436K and leaving 1,401 shares worth $445K. The position accounts for 0.18% of the portfolio, ranked #122.

World Equity Group first reported a position in MTUM in Q1 2022 and has held it in 15 quarters since. The position peaked at $964K in Q2 2026. 314 funds tracked by Wall St. Rank hold MTUM as of Q3 2026.

  • World Equity Group held 1,401 shares of iShares MSCI USA Momentum Factor ETF worth $445K as of Q3 2026.
  • World Equity Group sold 1,411 iShares MSCI USA Momentum Factor ETF shares in Q3 2026, an estimated $436K.
  • iShares MSCI USA Momentum Factor ETF made up 0.18% of World Equity Group's portfolio in Q3 2026, its #122 holding.
  • World Equity Group first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2022 and has held it in 15 quarters since.
  • World Equity Group's iShares MSCI USA Momentum Factor ETF position peaked at $964K in Q2 2026.
  • 314 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.