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Cahill Financial Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Cahill Financial Advisors’s Portfolio MTUM Stock Details MTUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$493K Hold
1,438
– – 0.05% 186
2026
Q1 		$345K Hold
1,438
– – 0.04% 220
2025
Q4 		$360K Hold
1,438
– – 0.04% 216
2025
Q3 		$369K Hold
1,438
– – 0.04% 204
2025
Q2 		$346K Buy
1,438
+22
+2% +$4.8K 0.04% 214
2025
Q1 		$286K Hold
1,416
– – 0.04% 223
2024
Q4 		$293K Hold
1,416
– – 0.04% 223
2024
Q3 		$287K Buy
1,416
+3
+0.2% +$581 0.04% 217
2024
Q2 		$275K Buy
1,413
+2
+0.1% +$373 0.04% 225
2024
Q1 		$264K Buy
1,411
+1
+0.1% +$175 0.04% 231
2023
Q4 		$221K Sell
1,410
-45
-3% -$6.61K 0.03% 229
2023
Q3 		$203K Sell
1,455
-63
-4% -$9.1K 0.03% 234
2023
Q2 		$219K Sell
1,518
-30
-2% -$4.22K 0.04% 225
2023
Q1 		$215K Sell
1,548
-118
-7% -$16.6K 0.04% 223
2022
Q4 		$243K Sell
1,666
-131
-7% -$19K 0.05% 207
2022
Q3 		$236K Sell
1,797
-337
-16% -$47.3K 0.05% 196
2022
Q2 		$291K Sell
2,134
-478
-18% -$70.2K 0.06% 181
2022
Q1 		$439K Sell
2,612
-704
-21% -$116K 0.08% 164
2021
Q4 		$603K Sell
3,316
-1,274
-28% -$235K 0.12% 152
2021
Q3 		$806K Buy
4,590
+220
+5% +$39.1K 0.17% 124
2021
Q2 		$758K Sell
4,370
-65
-1% -$11K 0.17% 115
2021
Q1 		$713K Buy
4,435
+888
+25% +$147K 0.17% 112
2020
Q4 		$572K Buy
3,547
+136
+4% +$20.8K 0.14% 119
2020
Q3 		$503K Buy
3,411
+5
+0.1% +$714 0.18% 104
2020
Q2 		$447K Buy
3,406
+38
+1% +$4.6K 0.17% 109
2020
Q1 		$359K Buy
+3,368
New +$416K 0.17% 111

Other funds holding MTUM

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Cahill Financial Advisors's MTUM Position: Q2 2026 in Review

Cahill Financial Advisors held its iShares MSCI USA Momentum Factor ETF (MTUM) position steady in Q2 2026 at 1,438 shares worth $493K. The position accounts for 0.05% of the portfolio, ranked #186.

Cahill Financial Advisors first reported a position in MTUM in Q1 2020 and has held it in 26 quarters since. The position peaked at $806K in Q3 2021. 940 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Cahill Financial Advisors held 1,438 shares of iShares MSCI USA Momentum Factor ETF worth $493K as of Q2 2026.
  • Cahill Financial Advisors left its iShares MSCI USA Momentum Factor ETF share count unchanged in Q2 2026.
  • iShares MSCI USA Momentum Factor ETF made up 0.05% of Cahill Financial Advisors's portfolio in Q2 2026, its #186 holding.
  • Cahill Financial Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2020 and has held it in 26 quarters since.
  • Cahill Financial Advisors's iShares MSCI USA Momentum Factor ETF position peaked at $806K in Q3 2021.
  • 940 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Cahill Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.