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Position history for AE Wealth Management LLCAE Wealth Management LLC's holdings in ISHARES MSCI USA MOMENTUM FA

AE Wealth Management LLC holds 96,754 shares of MTUM (ISHARES MSCI USA MOMENTUM FA), worth $33.2M as of 2026-Q2. The position was decreased (-23.1% shares). MTUM represents 0.2% of AE Wealth Management LLC's portfolio.

Current Value

$33.2M

Current Shares

96,754

Total Value Change

+$25.7M

Total Shares Change

+59,905

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
96,754
-23.1%
$33.2M0.2%$342.83
0
2026-Q1
Decreased
125,877
-3.3%
$30.2M0.2%$247.01
0
2025-Q4
Increased
130,140
+42.1%
$32.6M0.2%$252.79
46
2025-Q3
Decreased
91,595
-4.5%
$23.5M0.1%$254.95
0
2025-Q2
Increased
95,876
+3.2%
$23M0.2%$236.51
35
2025-Q1
Increased
92,868
+4.8%
$18.8M0.2%$199.43
36
2024-Q4
Increased
88,574
+140.4%
$18.3M0.2%$205.88
55
2024-Q3
Decreased
36,849
-5.1%
$7.5M0.1%$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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