Vertex Planning Partners’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Vertex Planning Partners’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	$258K	Buy	+752	New	+$224K	0.04%	141
2023 Q1	–	Sell	-5,278	Closed	-$770K	–	139
2022 Q4	$770K	Buy	+5,278	New	+$766K	0.3%	46

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

Vertex Planning Partners's MTUM Position: Q2 2026 in Review

Vertex Planning Partners opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2026: 752 shares worth $258K. The stake represents 0.04% of the portfolio and ranks #141 among its holdings. This is a return to the name: Vertex Planning Partners previously reported a position in MTUM as recently as Q4 2022.

Vertex Planning Partners first reported a position in MTUM in Q4 2022 and has held it in 2 quarters since. The position peaked at $770K in Q4 2022. 1,210 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

Vertex Planning Partners held 752 shares of iShares MSCI USA Momentum Factor ETF worth $258K as of Q2 2026.
iShares MSCI USA Momentum Factor ETF was a new Vertex Planning Partners position in Q2 2026.
iShares MSCI USA Momentum Factor ETF made up 0.04% of Vertex Planning Partners's portfolio in Q2 2026, its #141 holding.
Vertex Planning Partners first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2022 and has held it in 2 quarters since.
Vertex Planning Partners's iShares MSCI USA Momentum Factor ETF position peaked at $770K in Q4 2022.
1,210 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Vertex Planning Partners's 13F filing for Q2 2026, filed 14 Aug 2026.