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

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

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. 1,211 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.
1,211 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.