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

Holistic 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	$2.37M	Buy	+6,914	New	+$2.06M	0.37%	61

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

Holistic Planning's MTUM Position: Q2 2026 in Review

Holistic Planning opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2026: 6,914 shares worth $2.37M. The stake represents 0.37% of the portfolio and ranks #61 among its holdings.

1,206 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

Holistic Planning held 6,914 shares of iShares MSCI USA Momentum Factor ETF worth $2.37M as of Q2 2026.
iShares MSCI USA Momentum Factor ETF was a new Holistic Planning position in Q2 2026.
iShares MSCI USA Momentum Factor ETF made up 0.37% of Holistic Planning's portfolio in Q2 2026, its #61 holding.
1,206 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

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