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Harbor Asset Planning’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Harbor Asset 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 		$192K Buy
561
+1
+0.2% +$298 0.14% 105
2026
Q1 		$134K Buy
560
+1
+0.2% +$251 0.11% 117
2025
Q4 		$140K Buy
559
+1
+0.2% +$251 0.12% 112
2025
Q3 		$143K Buy
558
+1
+0.2% +$245 0.13% 110
2025
Q2 		$134K Buy
+557
New +$122K 0.13% 112

Other funds holding MTUM

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Harbor Asset Planning's MTUM Position: Q2 2026 in Review

Harbor Asset Planning increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 0.18% in Q2 2026, buying an estimated $298 and bringing the position to 561 shares worth $192K. The position accounts for 0.14% of the portfolio, ranked #105.

Harbor Asset Planning first reported a position in MTUM in Q2 2025 and has held it in 5 quarters since. 404 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Harbor Asset Planning held 561 shares of iShares MSCI USA Momentum Factor ETF worth $192K as of Q2 2026.
  • Harbor Asset Planning bought 1 iShares MSCI USA Momentum Factor ETF share in Q2 2026, an estimated $298.
  • iShares MSCI USA Momentum Factor ETF made up 0.14% of Harbor Asset Planning's portfolio in Q2 2026, its #105 holding.
  • Harbor Asset Planning first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2025 and has held it in 5 quarters since.
  • 404 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.