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MTUM
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Position history for Envestnet Portfolio Solutions, Inc.'s holdings in ISHARES TR

Envestnet Portfolio Solutions, Inc. holds 706,374 shares of MTUM (ISHARES TR), worth $169.5M as of 2026-Q1. The position was decreased (-2.0% shares). MTUM represents 0.9% of Envestnet Portfolio Solutions, Inc.'s portfolio.

Current Value

$169.5M

Current Shares

706,374

Total Value Change

+$165.1M

Total Shares Change

+683,911

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
706,374
-2.0%
$169.5M0.9%$247.01
0
2025-Q4
Increased
721,042
+55.3%
$180.5M0.6%$252.79
61
2025-Q3
Decreased
464,403
-2.2%
$119.1M0.4%$254.95
0
2025-Q2
Decreased
474,901
-6.2%
$114.1M0.4%$236.51
0
2025-Q1
Decreased
506,044
-26.6%
$102.3M0.4%$199.43
0
2024-Q4
Increased
689,435
+5196.8%
$142.7M0.5%$205.88
58
2024-Q3
Decreased
13,016
-42.1%
$2.6M0.0%$199.30
0
2024-Q2
Decreased
22,463
-44.2%
$4.4M0.0%$191.90
0

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

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