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MTUMMTUM
15 quarters

Position history for Cerity Partners LLCCerity Partners LLC's holdings in ISHARES MSCI USA MOMENTUM FA

Cerity Partners LLC holds 1.1M shares of MTUM (ISHARES MSCI USA MOMENTUM FA), worth $377M as of 2026-Q2. The position was decreased (-7.0% shares). MTUM represents 0.5% of Cerity Partners LLC's portfolio.

Current Value

$377M

Current Shares

1.1M

Total Value Change

+$376.6M

Total Shares Change

+1.1M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
1.1M
-7.0%
$377M0.5%$342.83
0
2026-Q1
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
2024-Q1
Decreased
1.1M
-7.8%
$197.6M0.5%$184.31
0
2023-Q4
Decreased
1.1M
-2.1%
$179.4M0.6%$154.21
0
2023-Q3
Decreased
1.2M
-5.8%
$163.3M0.8%$137.00
0
2023-Q2
Increased
1.2M
+372x
$179M0.7%$139.29
69
2023-Q1
Increased
3,322
+7.9%
$461,8920.0%$134.35
26
2022-Q4
New
3,078
-
$448,7730.0%$141.29
33

Other major holders of MTUM: Steward Partners Investment Advisory, LLC, ENVESTNET ASSET MANAGEMENT INC, MERCER GLOBAL ADVISORS INC /ADV

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