LifePlan Investment Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

LifePlan Investment Advisors’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	$1.87M	Sell	5,464 -2,070	-27%	-$618K	0.64%	47
2026 Q1	$1.81M	Buy	7,534 +2,656	+54%	+$667K	0.71%	48
2025 Q4	$1.22M	Buy	4,878 +388	+9%	+$97.4K	0.5%	53
2025 Q3	$1.15M	Buy	4,490 +425	+10%	+$104K	0.48%	52
2025 Q2	$977K	Buy	4,065 +161	+4%	+$35.1K	0.49%	56
2025 Q1	$789K	Buy	3,904 +537	+16%	+$115K	0.45%	57
2024 Q4	$697K	Buy	+3,367	New	+$705K	0.43%	53

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

LifePlan Investment Advisors's MTUM Position: Q2 2026 in Review

LifePlan Investment Advisors reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 27% in Q2 2026, selling an estimated $618K and leaving 5,464 shares worth $1.87M. The position accounts for 0.64% of the portfolio, ranked #47.

LifePlan Investment Advisors first reported a position in MTUM in Q4 2024 and has held it in 7 quarters since. 1,209 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

LifePlan Investment Advisors held 5,464 shares of iShares MSCI USA Momentum Factor ETF worth $1.87M as of Q2 2026.
LifePlan Investment Advisors sold 2,070 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $618K.
iShares MSCI USA Momentum Factor ETF made up 0.64% of LifePlan Investment Advisors's portfolio in Q2 2026, its #47 holding.
LifePlan Investment Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2024 and has held it in 7 quarters since.
1,209 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on LifePlan Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.