Cambridge Financial Group (Arizona)’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Cambridge Financial Group (Arizona)’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 Q3	$242K	Hold	707	–	–	0.08%	143
2026 Q2	$242K	Buy	+707	New	+$211K	0.08%	144

Other funds holding MTUM

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

1WM

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

SCM

Stonehearth Capital Management Danvers, Massachusetts $292M AUM 22.71% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

TWM

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 13.83% 1-Year Est. Return

Cambridge Financial Group (Arizona)'s MTUM Position: Q3 2026 in Review

Cambridge Financial Group (Arizona) held its iShares MSCI USA Momentum Factor ETF (MTUM) position steady in Q3 2026 at 707 shares worth $242K. The position accounts for 0.08% of the portfolio, ranked #143.

Cambridge Financial Group (Arizona) first reported a position in MTUM in Q2 2026 and has held it in 2 quarters since. 180 funds tracked by Wall St. Rank hold MTUM as of Q3 2026.

Cambridge Financial Group (Arizona) held 707 shares of iShares MSCI USA Momentum Factor ETF worth $242K as of Q3 2026.
Cambridge Financial Group (Arizona) left its iShares MSCI USA Momentum Factor ETF share count unchanged in Q3 2026.
iShares MSCI USA Momentum Factor ETF made up 0.08% of Cambridge Financial Group (Arizona)'s portfolio in Q3 2026, its #143 holding.
Cambridge Financial Group (Arizona) first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2026 and has held it in 2 quarters since.
180 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2026.

Based on Cambridge Financial Group (Arizona)'s 13F filing for Q3 2026, filed 6 Oct 2026.