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Position history for Envestnet Portfolio Solutions, Inc.Envestnet Portfolio Solutions, Inc.'s holdings in ISHARES MSCI USA MOMENTUM FA

Envestnet Portfolio Solutions, Inc. holds 548,612 shares of MTUM (ISHARES MSCI USA MOMENTUM FA), worth $188.1M as of 2026-Q2. The position was decreased (-22.3% shares). MTUM represents 0.9% of Envestnet Portfolio Solutions, Inc.'s 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%$342.83
0
2026-Q1
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

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

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