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Plante Moran Financial Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Plante Moran Financial 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 		$197K Buy
574
+448
+356% +$134K 0.01% 168
2026
Q1 		$30.3K Sell
126
-4
-3% -$1K ﹤0.01% 381
2025
Q4 		$32.6K Sell
130
-13
-9% -$3.26K ﹤0.01% 378
2025
Q3 		$36.8K Buy
143
+17
+13% +$4.16K ﹤0.01% 382
2025
Q2 		$30.4K Sell
126
-16
-11% -$3.49K ﹤0.01% 422
2025
Q1 		$28.8K Buy
142
+16
+13% +$3.42K ﹤0.01% 428
2024
Q4 		$26.1K Hold
126
– – ﹤0.01% 442
2024
Q3 		$25.6K Hold
126
– – ﹤0.01% 487
2024
Q2 		$24.6K Hold
126
– – ﹤0.01% 447
2024
Q1 		$23.7K Buy
+126
New +$22K ﹤0.01% 479
2021
Q1 		– Sell
-20
Closed -$3K – 1079
2020
Q4 		$3K Buy
+20
New +$3.06K ﹤0.01% 749

Other funds holding MTUM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Plante Moran Financial Advisors's MTUM Position: Q2 2026 in Review

Plante Moran Financial Advisors increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 356% in Q2 2026, buying an estimated $134K and bringing the position to 574 shares worth $197K. The position accounts for 0.01% of the portfolio, ranked #168.

Plante Moran Financial Advisors first reported a position in MTUM in Q4 2020 and has held it in 11 quarters since. 846 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Plante Moran Financial Advisors held 574 shares of iShares MSCI USA Momentum Factor ETF worth $197K as of Q2 2026.
  • Plante Moran Financial Advisors bought 448 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $134K.
  • iShares MSCI USA Momentum Factor ETF made up 0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #168 holding.
  • Plante Moran Financial Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2020 and has held it in 11 quarters since.
  • 846 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.