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Position history for Envestnet Portfolio Solutions, Inc.Envestnet Portfolio Solutions, Inc.'s holdings in iShares MSCI USA Momentum Fact

Yes. Envestnet Portfolio Solutions holds 548,612 shares of MTUM, worth $188.1M, as of its Q2 2026 13F filing. It reduced the position by 157,762 shares (-22.3%) from Q1 2026. Envestnet Portfolio Solutions has held MTUM in every 13F on record since Q3 2023, 12 quarterly filings. MTUM is 0.9% of Envestnet Portfolio Solutions' reported 13F portfolio.

Current Value

$188.1M

Current Shares

548,612

Total Value Change

+$185.4M

Total Shares Change

+535,596

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
548,612
-22.3%
$188.1M0.9%$342.14
0
2026-Q1
Decreased
706,374
-2.0%
$169.5M0.9%$239.24
0
2025-Q4
Increased
721,042
+55.3%
$180.5M0.6%$249.31
61
2025-Q3
Decreased
464,403
-2.2%
$119.1M0.4%$254.73
0
2025-Q2
Decreased
474,901
-6.2%
$114.1M0.4%$238.14
0
2025-Q1
Decreased
506,044
-26.6%
$102.3M0.4%$199.89
0
2024-Q4
Increased
689,435
+5196.8%
$142.7M0.5%$204.10
58
2024-Q3
Decreased
13,016
-42.1%
$2.6M0.0%$199.30
0

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

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