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Position history for WEALTH ENHANCEMENT ADVISORY SERVICES, LLCWEALTH ENHANCEMENT ADVISORY SERVICES, LLC's holdings in ISHARES MSCI USA MOMENTUM FA

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 607,622 shares of MTUM (ISHARES MSCI USA MOMENTUM FA), worth $195.5M as of 2026-Q2. The position was decreased (-1.1% shares). MTUM represents 0.3% of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio.

Current Value

$195.5M

Current Shares

607,622

Total Value Change

-$729,917

Total Shares Change

-360,244

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
607,622
-1.1%
$195.5M0.3%$342.83
0
2026-Q1
Decreased
614,259
-37.4%
$151M0.3%$247.01
0
2025-Q4
Decreased
981,507
-2.0%
$253.4M0.3%$252.79
0
2025-Q3
Decreased
1M
-1.7%
$254.8M0.4%$254.95
0
2025-Q2
Increased
1M
+10.1%
$243.9M0.4%$236.51
40
2025-Q1
Decreased
925,556
-1.9%
$187.1M0.4%$199.43
0
2024-Q4
Decreased
943,286
-2.5%
$195.2M0.4%$205.88
0
2024-Q3
Decreased
967,866
-5.0%
$196.2M0.4%$199.30
0

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

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