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Financial Life Planners’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Financial Life Planners’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
2025
Q4 		– Sell
-62
Closed -$15.9K – 230
2025
Q3 		$15.9K Buy
+62
New +$15.2K 0.01% 218

Other funds holding MTUM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Financial Life Planners's MTUM Position: Q4 2025 in Review

Financial Life Planners sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q4 2025, closing a stake of 62 shares — an estimated $15.9K sold.

Financial Life Planners first reported a position in MTUM in Q3 2025 and held it in 1 quarter. The position peaked at $15.9K in Q3 2025. 1,050 funds tracked by Wall St. Rank hold MTUM as of Q4 2025.

  • Financial Life Planners reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q4 2025 after selling out during the quarter.
  • Financial Life Planners sold 62 iShares MSCI USA Momentum Factor ETF shares in Q4 2025, an estimated $15.9K.
  • Financial Life Planners first reported a position in iShares MSCI USA Momentum Factor ETF in Q3 2025 and held it in 1 quarter.
  • Financial Life Planners's iShares MSCI USA Momentum Factor ETF position peaked at $15.9K in Q3 2025.
  • 1,050 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q4 2025.

Based on Financial Life Planners's 13F filing for Q4 2025, filed 29 Jan 2026.