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

Meriwether 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 Q3	$6.66K	Buy	+21	New	+$6.48K	﹤0.01%	475

Other funds holding MTUM

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return

High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return

Meriwether Wealth & Planning's MTUM Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q3 2026: 21 shares worth $6.66K. The stake represents ﹤0.01% of the portfolio and ranks #475 among its holdings.

462 funds tracked by Wall St. Rank hold MTUM as of Q3 2026.

Meriwether Wealth & Planning held 21 shares of iShares MSCI USA Momentum Factor ETF worth $6.66K as of Q3 2026.
iShares MSCI USA Momentum Factor ETF was a new Meriwether Wealth & Planning position in Q3 2026.
iShares MSCI USA Momentum Factor ETF made up ﹤0.01% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #475 holding.
462 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.