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MTUM
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Position history for MERCER GLOBAL ADVISORS INC /ADV's holdings in ISHARES TR

MERCER GLOBAL ADVISORS INC /ADV holds 8.4M shares of MTUM (ISHARES TR), worth $2B as of 2026-Q1. The position was increased (+7.2% shares). MTUM represents 3.0% of MERCER GLOBAL ADVISORS INC /ADV's portfolio.

Current Value

$2B

Current Shares

8.4M

Total Value Change

+$549.4M

Total Shares Change

+837,457

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
8.4M
+7.2%
$2B3.0%$247.01
59
2025-Q4
Increased
7.8M
+3.0%
$2B3.0%$252.79
56
2025-Q3
Increased
7.6M
+0.1%
$1.9B3.3%$254.95
58
2025-Q2
Increased
7.6M
+2.2%
$1.8B3.7%$236.51
60
2025-Q1
Increased
7.4M
+7.4%
$1.5B3.4%$199.43
63
2024-Q4
Decreased
6.9M
-12.7%
$1.4B3.5%$205.88
0
2024-Q3
Increased
7.9M
+4.8%
$1.6B3.7%$199.30
61
2024-Q2
Increased
7.6M
+2.9%
$1.5B4.0%$191.90
60

Other major holders of MTUM: ENVESTNET ASSET MANAGEMENT INC

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