Capital Squared Financial
MTUM icon

Capital Squared Financial’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Capital Squared Financial’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 		$897K Buy
2,825
+757
+37% +$234K 0.57% 45
2026
Q2 		$709K Buy
2,068
+265
+15% +$79.1K 0.46% 49
2026
Q1 		$433K Buy
1,803
+464
+35% +$117K 0.33% 55
2025
Q4 		$335K Buy
1,339
+135
+11% +$33.9K 0.26% 64
2025
Q3 		$309K Buy
+1,204
New +$295K 0.27% 63

Other funds holding MTUM

State of Michigan Retirement System
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Symmetry Partners
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return
High Probability Advisors
High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Armbruster Capital Management
Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return

Capital Squared Financial's MTUM Position: Q3 2026 in Review

Capital Squared Financial increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 37% in Q3 2026, buying an estimated $234K and bringing the position to 2,825 shares worth $897K. The position accounts for 0.57% of the portfolio, ranked #45.

Capital Squared Financial first reported a position in MTUM in Q3 2025 and has held it in 5 quarters since. 517 funds tracked by Wall St. Rank hold MTUM as of Q3 2026.

  • Capital Squared Financial held 2,825 shares of iShares MSCI USA Momentum Factor ETF worth $897K as of Q3 2026.
  • Capital Squared Financial bought 757 iShares MSCI USA Momentum Factor ETF shares in Q3 2026, an estimated $234K.
  • iShares MSCI USA Momentum Factor ETF made up 0.57% of Capital Squared Financial's portfolio in Q3 2026, its #45 holding.
  • Capital Squared Financial first reported a position in iShares MSCI USA Momentum Factor ETF in Q3 2025 and has held it in 5 quarters since.
  • 517 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2026.

Based on Capital Squared Financial's 13F filing for Q3 2026, filed 30 Oct 2026.