CSF
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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
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

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

Capital Squared Financial's MTUM Position: Q2 2026 in Review

Capital Squared Financial increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 15% in Q2 2026, buying an estimated $79.1K and bringing the position to 2,068 shares worth $709K. The position accounts for 0.46% of the portfolio, ranked #49.

Capital Squared Financial first reported a position in MTUM in Q3 2025 and has held it in 4 quarters since. 383 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Capital Squared Financial held 2,068 shares of iShares MSCI USA Momentum Factor ETF worth $709K as of Q2 2026.
  • Capital Squared Financial bought 265 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $79.1K.
  • iShares MSCI USA Momentum Factor ETF made up 0.46% of Capital Squared Financial's portfolio in Q2 2026, its #49 holding.
  • Capital Squared Financial first reported a position in iShares MSCI USA Momentum Factor ETF in Q3 2025 and has held it in 4 quarters since.
  • 383 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Capital Squared Financial's 13F filing for Q2 2026, filed 22 Jul 2026.