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MTUM
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Position history for Cerity Partners LLC's holdings in ISHARES TR

Cerity Partners LLC holds 1.2M shares of MTUM (ISHARES TR), worth $283.9M as of 2026-Q1. The position was increased (+2.3% shares). MTUM represents 0.4% of Cerity Partners LLC's portfolio.

Current Value

$283.9M

Current Shares

1.2M

Total Value Change

+$79.8M

Total Shares Change

+135,406

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
1.2M
+2.3%
$283.9M0.4%$247.01
38
2025-Q4
Increased
1.2M
+0.4%
$289.4M0.4%$252.79
37
2025-Q3
Increased
1.2M
+2.6%
$295.4M0.5%$254.95
38
2025-Q2
Increased
1.1M
+4.8%
$269.8M0.5%$236.51
39
2025-Q1
Decreased
1.1M
-0.0%
$216.5M0.4%$199.43
0
2024-Q4
Decreased
1.1M
-0.3%
$221.7M0.5%$205.88
0
2024-Q3
Increased
1.1M
+2.5%
$217.7M0.5%$199.30
38
2024-Q2
Decreased
1M
-0.6%
$204.2M0.5%$191.90
0

Other major holders of MTUM: ENVESTNET ASSET MANAGEMENT INC, MERCER GLOBAL ADVISORS INC /ADV

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