Trust Company of Toledo’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Trust Company of Toledo’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	$4.11K	Buy	+12	New	+$3.58K	﹤0.01%	776

Other funds holding MTUM

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

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

Trust Company of Toledo's MTUM Position: Q2 2026 in Review

Trust Company of Toledo opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2026: 12 shares worth $4.11K. The stake represents ﹤0.01% of the portfolio and ranks #776 among its holdings.

582 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

Trust Company of Toledo held 12 shares of iShares MSCI USA Momentum Factor ETF worth $4.11K as of Q2 2026.
iShares MSCI USA Momentum Factor ETF was a new Trust Company of Toledo position in Q2 2026.
iShares MSCI USA Momentum Factor ETF made up ﹤0.01% of Trust Company of Toledo's portfolio in Q2 2026, its #776 holding.
582 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Trust Company of Toledo's 13F filing for Q2 2026, filed 16 Jul 2026.