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XY Planning Network’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

XY Planning Network’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 		$590K Buy
1,721
+431
+33% +$129K 0.07% 190
2026
Q1 		$316K Buy
1,290
+341
+36% +$85.7K 0.05% 228
2025
Q4 		$238K Buy
+949
New +$238K 0.04% 236

Other funds holding MTUM

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SP
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
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

XY Planning Network's MTUM Position: Q2 2026 in Review

XY Planning Network increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 33% in Q2 2026, buying an estimated $129K and bringing the position to 1,721 shares worth $590K. The position accounts for 0.07% of the portfolio, ranked #190.

XY Planning Network first reported a position in MTUM in Q4 2025 and has held it in 3 quarters since. 404 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • XY Planning Network held 1,721 shares of iShares MSCI USA Momentum Factor ETF worth $590K as of Q2 2026.
  • XY Planning Network bought 431 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $129K.
  • iShares MSCI USA Momentum Factor ETF made up 0.07% of XY Planning Network's portfolio in Q2 2026, its #190 holding.
  • XY Planning Network first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • 404 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.