Cerity Partners
MTUM icon

Cerity Partners’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Cerity Partners’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 		$377M Sell
1,099,673
-83,405
-7% -$24.9M 0.46% 37
2026
Q1 		$284M Buy
1,183,078
+26,724
+2% +$6.71M 0.4% 42
2025
Q4 		$289M Buy
1,156,354
+4,402
+0.4% +$1.11M 0.42% 39
2025
Q3 		$295M Buy
1,151,952
+29,230
+3% +$7.16M 0.48% 35
2025
Q2 		$270M Buy
1,122,722
+51,616
+5% +$11.3M 0.48% 34
2025
Q1 		$217M Sell
1,071,106
-92
-0% -$19.7K 0.44% 42
2024
Q4 		$222M Sell
1,071,198
-2,709
-0.3% -$568K 0.48% 37
2024
Q3 		$218M Buy
1,073,907
+26,235
+3% +$5.08M 0.48% 35
2024
Q2 		$204M Sell
1,047,672
-6,801
-0.6% -$1.27M 0.54% 30
2024
Q1 		$198M Sell
1,054,473
-89,142
-8% -$15.6M 0.52% 33
2023
Q4 		$179M Sell
1,143,615
-25,182
-2% -$3.7M 0.59% 32
2023
Q3 		$163M Sell
1,168,797
-71,926
-6% -$10.4M 0.79% 24
2023
Q2 		$179M Buy
1,240,723
+1,237,401
+37,249% +$174M 0.7% 26
2023
Q1 		$462K Buy
3,322
+244
+8% +$34.4K ﹤0.01% 1328
2022
Q4 		$449K Buy
+3,078
New +$447K ﹤0.01% 982

Other funds holding MTUM

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cerity Partners's MTUM Position: Q2 2026 in Review

Cerity Partners reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 7% in Q2 2026, selling an estimated $24.9M and leaving 1,099,673 shares worth $377M. The position accounts for 0.46% of the portfolio, ranked #37.

Cerity Partners first reported a position in MTUM in Q4 2022 and has held it in 15 quarters since. 1,108 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Cerity Partners held 1,099,673 shares of iShares MSCI USA Momentum Factor ETF worth $377M as of Q2 2026.
  • Cerity Partners sold 83,405 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $24.9M.
  • iShares MSCI USA Momentum Factor ETF made up 0.46% of Cerity Partners's portfolio in Q2 2026, its #37 holding.
  • Cerity Partners first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,108 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.