Meeder Advisory Services’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Meeder Advisory Services’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	$320K	Sell	932 -73	-7%	-$21.8K	0.01%	535
2026 Q1	$241K	Sell	1,005 -217	-18%	-$54.5K	0.01%	589
2025 Q4	$306K	Buy	1,222 +14	+1%	+$3.52K	0.01%	520
2025 Q3	$310K	Buy	+1,208	New	+$296K	0.01%	481

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 22.9% 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

Meeder Advisory Services's MTUM Position: Q2 2026 in Review

Meeder Advisory Services reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 7.3% in Q2 2026, selling an estimated $21.8K and leaving 932 shares worth $320K. The position accounts for 0.01% of the portfolio, ranked #535.

Meeder Advisory Services first reported a position in MTUM in Q3 2025 and has held it in 4 quarters since. 1,211 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

Meeder Advisory Services held 932 shares of iShares MSCI USA Momentum Factor ETF worth $320K as of Q2 2026.
Meeder Advisory Services sold 73 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $21.8K.
iShares MSCI USA Momentum Factor ETF made up 0.01% of Meeder Advisory Services's portfolio in Q2 2026, its #535 holding.
Meeder Advisory Services first reported a position in iShares MSCI USA Momentum Factor ETF in Q3 2025 and has held it in 4 quarters since.
1,211 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Meeder Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.