Cambridge Investment Research Advisors
MTUM icon

Cambridge Investment Research Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Cambridge Investment Research 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 		$71.8M Sell
209,542
-15,866
-7% -$4.73M 0.17% 108
2026
Q1 		$54.1M Buy
225,408
+18,595
+9% +$4.67M 0.14% 137
2025
Q4 		$51.8M Sell
206,813
-4,941
-2% -$1.24M 0.14% 139
2025
Q3 		$54.3M Buy
211,754
+34,591
+20% +$8.47M 0.15% 122
2025
Q2 		$42.6M Buy
177,163
+36,955
+26% +$8.06M 0.13% 143
2025
Q1 		$28.3M Buy
140,208
+8,950
+7% +$1.91M 0.1% 212
2024
Q4 		$27.2M Buy
131,258
+44,571
+51% +$9.34M 0.09% 214
2024
Q3 		$17.6M Sell
86,687
-1,928
-2% -$373K 0.06% 317
2024
Q2 		$17.3M Sell
88,615
-3,650
-4% -$681K 0.06% 298
2024
Q1 		$17.3M Buy
92,265
+1,317
+1% +$230K 0.07% 292
2023
Q4 		$14.3M Sell
90,948
-46,283
-34% -$6.79M 0.06% 302
2023
Q3 		$19.2M Sell
137,231
-8,547
-6% -$1.23M 0.09% 224
2023
Q2 		$21M Buy
145,778
+32,994
+29% +$4.64M 0.1% 205
2023
Q1 		$15.7M Sell
112,784
-30,422
-21% -$4.29M 0.08% 255
2022
Q4 		$20.9M Buy
143,206
+41,302
+41% +$5.99M 0.11% 188
2022
Q3 		$13.4M Sell
101,904
-9,376
-8% -$1.31M 0.08% 253
2022
Q2 		$15.2M Sell
111,280
-26,909
-19% -$3.95M 0.08% 244
2022
Q1 		$23.3M Sell
138,189
-26,287
-16% -$4.33M 0.11% 195
2021
Q4 		$29.9M Sell
164,476
-7,079
-4% -$1.3M 0.13% 160
2021
Q3 		$30.1M Sell
171,555
-17,093
-9% -$3.04M 0.15% 139
2021
Q2 		$32.7M Sell
188,648
-5,099
-3% -$864K 0.16% 125
2021
Q1 		$31.2M Sell
193,747
-45,804
-19% -$7.57M 0.17% 121
2020
Q4 		$38.6M Sell
239,551
-19,275
-7% -$2.95M 0.23% 82
2020
Q3 		$38.2M Sell
258,826
-9,260
-3% -$1.32M 0.26% 72
2020
Q2 		$35.1M Sell
268,086
-50,825
-16% -$6.15M 0.26% 74
2020
Q1 		$34M Buy
318,911
+75,016
+31% +$9.27M 0.33% 61
2019
Q4 		$30.6M Sell
243,895
-63,310
-21% -$7.68M 0.24% 90
2019
Q3 		$36.6M Buy
307,205
+1,299
+0.4% +$157K 0.32% 57
2019
Q2 		$36.3M Buy
305,906
+77,698
+34% +$8.9M 0.33% 56
2019
Q1 		$25.6M Sell
228,208
-19,295
-8% -$2.07M 0.24% 85
2018
Q4 		$24.8M Sell
247,503
-70,504
-22% -$7.55M 0.27% 79
2018
Q3 		$37.8M Buy
318,007
+72,008
+29% +$8.28M 0.36% 45
2018
Q2 		$27M Sell
245,999
-11,072
-4% -$1.21M 0.28% 74
2018
Q1 		$27.2M Buy
257,071
+16,179
+7% +$1.76M 0.31% 56
2017
Q4 		$24.8M Buy
240,892
+98,802
+70% +$9.95M 0.29% 59
2017
Q3 		$13.6M Buy
142,090
+114,630
+417% +$10.6M 0.18% 115
2017
Q2 		$2.44M Buy
27,460
+11,047
+67% +$956K 0.04% 445
2017
Q1 		$1.36M Buy
16,413
+1,489
+10% +$119K 0.02% 603
2016
Q4 		$1.13M Sell
14,924
-11,478
-43% -$871K 0.02% 615
2016
Q3 		$2.04M Buy
26,402
+2,031
+8% +$158K 0.04% 428
2016
Q2 		$1.86M Buy
24,371
+7,595
+45% +$562K 0.04% 399
2016
Q1 		$1.23M Buy
16,776
+11,192
+200% +$781K 0.03% 495
2015
Q4 		$409K Sell
5,584
-829
-13% -$60.2K 0.01% 952
2015
Q3 		$437K Buy
+6,413
New +$459K 0.01% 821
2014
Q4 		– Sell
-7,234
Closed -$469K – 1449
2014
Q3 		$469K Buy
+7,234
New +$465K 0.01% 863

Other funds holding MTUM

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Cambridge Investment Research Advisors's MTUM Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 7% in Q2 2026, selling an estimated $4.73M and leaving 209,542 shares worth $71.8M. The position accounts for 0.17% of the portfolio, ranked #108.

Cambridge Investment Research Advisors first reported a position in MTUM in Q3 2014 and has held it in 45 quarters since. 489 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Cambridge Investment Research Advisors held 209,542 shares of iShares MSCI USA Momentum Factor ETF worth $71.8M as of Q2 2026.
  • Cambridge Investment Research Advisors sold 15,866 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $4.73M.
  • iShares MSCI USA Momentum Factor ETF made up 0.17% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #108 holding.
  • Cambridge Investment Research Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q3 2014 and has held it in 45 quarters since.
  • 489 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.