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

Comprehensive 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	$149K	Buy	433 +1	+0.2%	+$298	0.08%	128
2026 Q1	$104K	Hold	432	–	–	0.07%	125
2025 Q4	$108K	Buy	432 +1	+0.2%	+$251	0.07%	127
2025 Q3	$111K	Buy	431 +1	+0.2%	+$245	0.08%	123
2025 Q2	$103K	Buy	430 +1	+0.2%	+$218	0.08%	123
2025 Q1	$86.8K	Buy	429 +1	+0.2%	+$214	0.08%	111
2024 Q4	$88.6K	Buy	+428	New	+$89.7K	0.07%	129

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

Comprehensive Financial Planning's MTUM Position: Q2 2026 in Review

Comprehensive Financial Planning increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 0.23% in Q2 2026, buying an estimated $298 and bringing the position to 433 shares worth $149K. The position accounts for 0.08% of the portfolio, ranked #128.

Comprehensive Financial Planning first reported a position in MTUM in Q4 2024 and has held it in 7 quarters since. 1,207 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

Comprehensive Financial Planning held 433 shares of iShares MSCI USA Momentum Factor ETF worth $149K as of Q2 2026.
Comprehensive Financial Planning bought 1 iShares MSCI USA Momentum Factor ETF share in Q2 2026, an estimated $298.
iShares MSCI USA Momentum Factor ETF made up 0.08% of Comprehensive Financial Planning's portfolio in Q2 2026, its #128 holding.
Comprehensive Financial Planning first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2024 and has held it in 7 quarters since.
1,207 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.