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Wealth Enhancement Trust Services’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Wealth Enhancement Trust Services’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 		$356K Buy
1,038
+14
+1% +$4.18K 0.04% 238
2026
Q1 		$246K Hold
1,024
– – 0.03% 262
2025
Q4 		$256K Buy
+1,024
New +$257K 0.03% 243

Other funds holding MTUM

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

Wealth Enhancement Trust Services's MTUM Position: Q2 2026 in Review

Wealth Enhancement Trust Services increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 1.4% in Q2 2026, buying an estimated $4.18K and bringing the position to 1,038 shares worth $356K. The position accounts for 0.04% of the portfolio, ranked #238.

Wealth Enhancement Trust Services first reported a position in MTUM in Q4 2025 and has held it in 3 quarters since. 976 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Wealth Enhancement Trust Services held 1,038 shares of iShares MSCI USA Momentum Factor ETF worth $356K as of Q2 2026.
  • Wealth Enhancement Trust Services bought 14 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $4.18K.
  • iShares MSCI USA Momentum Factor ETF made up 0.04% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #238 holding.
  • Wealth Enhancement Trust Services first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • 976 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.