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Cedar Mountain Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Cedar Mountain 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 		$9.32K Hold
27
– – ﹤0.01% 511
2026
Q1 		$6.52K Hold
27
– – ﹤0.01% 571
2025
Q4 		$6.79K Hold
27
– – ﹤0.01% 285
2025
Q3 		$6.94K Buy
+27
New +$6.61K ﹤0.01% 297

Other funds holding MTUM

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
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
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

Cedar Mountain Advisors's MTUM Position: Q2 2026 in Review

Cedar Mountain Advisors held its iShares MSCI USA Momentum Factor ETF (MTUM) position steady in Q2 2026 at 27 shares worth $9.32K. The position accounts for ﹤0.01% of the portfolio, ranked #511.

Cedar Mountain Advisors first reported a position in MTUM in Q3 2025 and has held it in 4 quarters since. 233 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Cedar Mountain Advisors held 27 shares of iShares MSCI USA Momentum Factor ETF worth $9.32K as of Q2 2026.
  • Cedar Mountain Advisors left its iShares MSCI USA Momentum Factor ETF share count unchanged in Q2 2026.
  • iShares MSCI USA Momentum Factor ETF made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q2 2026, its #511 holding.
  • Cedar Mountain Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q3 2025 and has held it in 4 quarters since.
  • 233 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.