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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

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 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. 1,209 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.
  • 1,209 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.