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Clark Wealth Partners’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Clark Wealth Partners’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 		$56.2K Hold
164
– – 0.03% 108
2026
Q1 		$39.4K Sell
164
-13
-7% -$3.27K 0.03% 118
2025
Q4 		$44.3K Hold
177
– – 0.03% 113
2025
Q3 		$44.3K Buy
177
+69
+64% +$16.9K 0.03% 113
2025
Q2 		$26K Sell
108
-138
-56% -$30.1K 0.02% 144
2025
Q1 		$49.7K Buy
+246
New +$52.6K 0.04% 87

Other funds holding MTUM

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Clark Wealth Partners's MTUM Position: Q2 2026 in Review

Clark Wealth Partners held its iShares MSCI USA Momentum Factor ETF (MTUM) position steady in Q2 2026 at 164 shares worth $56.2K. The position accounts for 0.03% of the portfolio, ranked #108.

Clark Wealth Partners first reported a position in MTUM in Q1 2025 and has held it in 6 quarters since. 1,160 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Clark Wealth Partners held 164 shares of iShares MSCI USA Momentum Factor ETF worth $56.2K as of Q2 2026.
  • Clark Wealth Partners left its iShares MSCI USA Momentum Factor ETF share count unchanged in Q2 2026.
  • iShares MSCI USA Momentum Factor ETF made up 0.03% of Clark Wealth Partners's portfolio in Q2 2026, its #108 holding.
  • Clark Wealth Partners first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2025 and has held it in 6 quarters since.
  • 1,160 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.