Action Point Financial Planning’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Action Point Financial Planning’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	$95.7K	Buy	+279	New	+$83.3K	0.01%	613

Other funds holding MTUM

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Action Point Financial Planning's MTUM Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2026: 279 shares worth $95.7K. The stake represents 0.01% of the portfolio and ranks #613 among its holdings.

1,204 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

Action Point Financial Planning held 279 shares of iShares MSCI USA Momentum Factor ETF worth $95.7K as of Q2 2026.
iShares MSCI USA Momentum Factor ETF was a new Action Point Financial Planning position in Q2 2026.
iShares MSCI USA Momentum Factor ETF made up 0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #613 holding.
1,204 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.