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WealthPlan Investment Management’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

WealthPlan Investment Management’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
2025
Q4 		– Sell
-851
Closed -$218K – 386
2025
Q3 		$218K Sell
851
-6,095
-88% -$1.49M 0.01% 313
2025
Q2 		$1.67M Buy
+6,946
New +$1.52M 0.12% 138
2023
Q1 		– Sell
-3,286
Closed -$478K – 521
2022
Q4 		$478K Buy
3,286
+392
+14% +$56.9K 0.03% 262
2022
Q3 		$431K Buy
+2,894
New +$406K 0.03% 263

Other funds holding MTUM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

WealthPlan Investment Management's MTUM Position: Q4 2025 in Review

WealthPlan Investment Management sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q4 2025, closing a stake of 851 shares — an estimated $218K sold.

WealthPlan Investment Management first reported a position in MTUM in Q3 2022 and held it in 4 quarters. The position peaked at $1.67M in Q2 2025. 1,054 funds tracked by Wall St. Rank hold MTUM as of Q4 2025.

  • WealthPlan Investment Management reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q4 2025 after selling out during the quarter.
  • WealthPlan Investment Management sold 851 iShares MSCI USA Momentum Factor ETF shares in Q4 2025, an estimated $218K.
  • WealthPlan Investment Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q3 2022 and held it in 4 quarters.
  • WealthPlan Investment Management's iShares MSCI USA Momentum Factor ETF position peaked at $1.67M in Q2 2025.
  • 1,054 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q4 2025.

Based on WealthPlan Investment Management's 13F filing for Q4 2025, filed 5 Feb 2026.