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

Meredith Wealth 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 		$13.3M Buy
38,700
+25
+0.1% +$7.46K 3.13% 10
2026
Q1 		$9.28M Sell
38,675
-46,373
-55% -$11.7M 2.51% 11
2025
Q4 		$21.3M Sell
85,048
-386
-0.5% -$96.9K 6.34% 5
2025
Q3 		$21.9M Sell
85,434
-1,717
-2% -$420K 6.94% 5
2025
Q2 		$20.9M Buy
87,151
+4,137
+5% +$903K 7.61% 5
2025
Q1 		$16.8M Sell
83,014
-2,049
-2% -$438K 7.4% 5
2024
Q4 		$17.6M Sell
85,063
-150
-0.2% -$31.4K 7.85% 5
2024
Q3 		$17.3M Sell
85,213
-701
-0.8% -$136K 8.25% 5
2024
Q2 		$16.7M Sell
85,914
-2,340
-3% -$437K 8.77% 5
2024
Q1 		$16.5M Sell
88,254
-1,462
-2% -$255K 9.22% 5
2023
Q4 		$14.1M Sell
89,716
-33,852
-27% -$4.97M 8.75% 5
2023
Q3 		$17.3M Sell
123,568
-2,083
-2% -$301K 12.83% 2
2023
Q2 		$18.1M Sell
125,651
-9,404
-7% -$1.32M 14.74% 2
2023
Q1 		$18.8M Buy
135,055
+10,697
+9% +$1.51M 15.12% 2
2022
Q4 		$18.1M Buy
+124,358
New +$18M 15.63% 2

Other funds holding MTUM

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
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

Meredith Wealth Planning's MTUM Position: Q2 2026 in Review

Meredith Wealth Planning increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 0.06% in Q2 2026, buying an estimated $7.46K and bringing the position to 38,700 shares worth $13.3M. The position accounts for 3.13% of the portfolio, ranked #10.

Meredith Wealth Planning first reported a position in MTUM in Q4 2022 and has held it in 15 quarters since. The position peaked at $21.9M in Q3 2025. 1,209 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Meredith Wealth Planning held 38,700 shares of iShares MSCI USA Momentum Factor ETF worth $13.3M as of Q2 2026.
  • Meredith Wealth Planning bought 25 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $7.46K.
  • iShares MSCI USA Momentum Factor ETF made up 3.13% of Meredith Wealth Planning's portfolio in Q2 2026, its #10 holding.
  • Meredith Wealth Planning first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2022 and has held it in 15 quarters since.
  • Meredith Wealth Planning's iShares MSCI USA Momentum Factor ETF position peaked at $21.9M in Q3 2025.
  • 1,209 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Meredith Wealth Planning's 13F filing for Q2 2026, filed 24 Jul 2026.