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
Q3 		$361M Buy
4,551,028
+152,336
+3% +$11.8M 0.41% 44
2026
Q2 		$377M Sell
4,398,692
-333,620
-7% -$24.9M 0.46% 37
2026
Q1 		$284M Buy
4,732,312
+106,896
+2% +$6.71M 0.4% 42
2025
Q4 		$289M Buy
4,625,416
+17,608
+0.4% +$1.11M 0.42% 39
2025
Q3 		$295M Buy
4,607,808
+116,920
+3% +$7.16M 0.48% 35
2025
Q2 		$270M Buy
4,490,888
+206,464
+5% +$11.3M 0.48% 34
2025
Q1 		$217M Sell
4,284,424
-368
-0% -$19.7K 0.44% 42
2024
Q4 		$222M Sell
4,284,792
-10,836
-0.3% -$568K 0.48% 37
2024
Q3 		$218M Buy
4,295,628
+104,940
+3% +$5.08M 0.48% 35
2024
Q2 		$204M Sell
4,190,688
-27,204
-0.6% -$1.27M 0.54% 30
2024
Q1 		$198M Sell
4,217,892
-356,568
-8% -$15.6M 0.52% 33
2023
Q4 		$179M Sell
4,574,460
-100,728
-2% -$3.7M 0.59% 32
2023
Q3 		$163M Sell
4,675,188
-287,704
-6% -$10.4M 0.79% 24
2023
Q2 		$179M Buy
4,962,892
+4,949,604
+37,249% +$174M 0.7% 26
2023
Q1 		$462K Buy
13,288
+976
+8% +$34.4K ﹤0.01% 1328
2022
Q4 		$449K Buy
+12,312
New +$447K ﹤0.01% 982

Other funds holding MTUM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
State of Michigan Retirement System
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cerity Partners's MTUM Position: Q3 2026 in Review

Cerity Partners increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 3.5% in Q3 2026, buying an estimated $11.8M and bringing the position to 4,551,028 shares worth $361M. The position accounts for 0.41% of the portfolio, ranked #44.

Cerity Partners first reported a position in MTUM in Q4 2022 and has held it in 16 quarters since. The position peaked at $377M in Q2 2026. 998 funds tracked by Wall St. Rank hold MTUM as of Q3 2026.

  • Cerity Partners held 4,551,028 shares of iShares MSCI USA Momentum Factor ETF worth $361M as of Q3 2026.
  • Cerity Partners bought 152,336 iShares MSCI USA Momentum Factor ETF shares in Q3 2026, an estimated $11.8M.
  • iShares MSCI USA Momentum Factor ETF made up 0.41% of Cerity Partners's portfolio in Q3 2026, its #44 holding.
  • Cerity Partners first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2022 and has held it in 16 quarters since.
  • Cerity Partners's iShares MSCI USA Momentum Factor ETF position peaked at $377M in Q2 2026.
  • 998 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2026.

Based on Cerity Partners's 13F filing for Q3 2026, filed 13 Nov 2026.