Rehmann Capital Advisory Group’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Rehmann Capital Advisory Group’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	$1.22M	Sell	3,556 -84	-2%	-$25.1K	0.06%	236
2026 Q1	$874K	Hold	3,640	–	–	0.05%	272
2025 Q4	$911K	Buy	3,640 +123	+3%	+$30.9K	0.05%	257
2025 Q3	$902K	Sell	3,517 -37	-1%	-$9.06K	0.05%	251
2025 Q2	$854K	Buy	3,554 +216	+6%	+$47.1K	0.05%	244
2025 Q1	$675K	Hold	3,338	–	–	0.04%	291
2024 Q4	$691K	Buy	3,338 +134	+4%	+$28.1K	0.04%	275
2024 Q3	$650K	Hold	3,204	–	–	0.04%	289
2024 Q2	$624K	Hold	3,204	–	–	0.04%	282
2024 Q1	$600K	Sell	3,204 -214	-6%	-$37.4K	0.04%	283
2023 Q4	$536K	Buy	+3,418	New	+$502K	0.04%	294
2019 Q3	–	Sell	-28	Closed	-$3.32K	–	1970
2019 Q2	$3.32K	Sell	28 -249	-90%	-$28.5K	﹤0.01%	1653
2019 Q1	$31.1K	Sell	277 -2,111	-88%	-$227K	﹤0.01%	973
2018 Q4	$239K	Buy	2,388 +258	+12%	+$27.6K	0.04%	222
2018 Q3	$253K	Buy	2,130 +55	+3%	+$6.33K	0.03%	345
2018 Q2	$228K	Buy	2,075 +1,764	+567%	+$193K	0.03%	343
2018 Q1	$33K	Buy	+311	New	+$33.9K	0.01%	906

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 22.96% 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

Rehmann Capital Advisory Group's MTUM Position: Q2 2026 in Review

Rehmann Capital Advisory Group reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 2.3% in Q2 2026, selling an estimated $25.1K and leaving 3,556 shares worth $1.22M. The position accounts for 0.06% of the portfolio, ranked #236.

Rehmann Capital Advisory Group first reported a position in MTUM in Q1 2018 and has held it in 17 quarters since. 1,210 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

Rehmann Capital Advisory Group held 3,556 shares of iShares MSCI USA Momentum Factor ETF worth $1.22M as of Q2 2026.
Rehmann Capital Advisory Group sold 84 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $25.1K.
iShares MSCI USA Momentum Factor ETF made up 0.06% of Rehmann Capital Advisory Group's portfolio in Q2 2026, its #236 holding.
Rehmann Capital Advisory Group first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2018 and has held it in 17 quarters since.
1,210 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Rehmann Capital Advisory Group's 13F filing for Q2 2026, filed 20 Aug 2026.