XY Planning Network
MTUM icon

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
Q3 		$268K Sell
844
-877
-51% -$271K 0.03% 338
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

State of Michigan Retirement System
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Symmetry Partners
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return
High Probability Advisors
High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Armbruster Capital Management
Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return

XY Planning Network's MTUM Position: Q3 2026 in Review

XY Planning Network reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 51% in Q3 2026, selling an estimated $271K and leaving 844 shares worth $268K. The position accounts for 0.03% of the portfolio, ranked #338.

XY Planning Network first reported a position in MTUM in Q4 2025 and has held it in 4 quarters since. The position peaked at $590K in Q2 2026. 517 funds tracked by Wall St. Rank hold MTUM as of Q3 2026.

  • XY Planning Network held 844 shares of iShares MSCI USA Momentum Factor ETF worth $268K as of Q3 2026.
  • XY Planning Network sold 877 iShares MSCI USA Momentum Factor ETF shares in Q3 2026, an estimated $271K.
  • iShares MSCI USA Momentum Factor ETF made up 0.03% of XY Planning Network's portfolio in Q3 2026, its #338 holding.
  • XY Planning Network first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2025 and has held it in 4 quarters since.
  • XY Planning Network's iShares MSCI USA Momentum Factor ETF position peaked at $590K in Q2 2026.
  • 517 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.