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

WhitTier Trust Company’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	$27.5K	Buy	+88	New	+$26.3K	﹤0.01%	852

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

WhitTier Trust Company's MTUM Position: Q2 2026 in Review

WhitTier Trust Company opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2026: 88 shares worth $27.5K. The stake represents ﹤0.01% of the portfolio and ranks #852 among its holdings.

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

WhitTier Trust Company held 88 shares of iShares MSCI USA Momentum Factor ETF worth $27.5K as of Q2 2026.
iShares MSCI USA Momentum Factor ETF was a new WhitTier Trust Company position in Q2 2026.
iShares MSCI USA Momentum Factor ETF made up ﹤0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #852 holding.
551 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.