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Clarus Wealth Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Clarus Wealth 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 		$2.68M Sell
8,523
-1,278
-13% -$381K 1.03% 28
2026
Q1 		$2.44M Sell
9,801
-10,159
-51% -$2.55M 1.04% 29
2025
Q4 		$5.17M Buy
19,960
+686
+4% +$172K 2.14% 12
2025
Q3 		$4.9M Buy
19,274
+484
+3% +$119K 2.17% 12
2025
Q2 		$4.44M Buy
18,790
+9,050
+93% +$1.97M 2.05% 15
2025
Q1 		$1.95M Buy
9,740
+1,189
+14% +$254K 1.04% 22
2024
Q4 		$1.77M Buy
8,551
+469
+6% +$98.3K 0.88% 31
2024
Q3 		$1.63M Buy
8,082
+177
+2% +$34.3K 0.83% 33
2024
Q2 		$1.59M Buy
+7,905
New +$1.47M 0.85% 33
2021
Q4 		– Sell
-7,855
Closed -$1.39M – 115
2021
Q3 		$1.39M Buy
7,855
+201
+3% +$35.7K 0.86% 29
2021
Q2 		$1.34M Sell
7,654
-80
-1% -$13.6K 0.84% 29
2021
Q1 		$1.32M Sell
7,734
-22,157
-74% -$3.66M 0.83% 29
2020
Q4 		$4.96M Sell
29,891
-381
-1% -$58.4K 3.3% 6
2020
Q3 		$4.44M Buy
30,272
+21,728
+254% +$3.1M 3.44% 5
2020
Q2 		$1.18M Sell
8,544
-499
-6% -$60.4K 0.99% 23
2020
Q1 		$914K Buy
9,043
+2,037
+29% +$252K 0.91% 22
2019
Q4 		$894K Sell
7,006
-752
-10% -$91.3K 0.59% 38
2019
Q3 		$925K Buy
7,758
+586
+8% +$70.6K 0.68% 29
2019
Q2 		$851K Buy
7,172
+4,623
+181% +$529K 0.62% 27
2019
Q1 		$286K Buy
2,549
+981
+63% +$105K 0.21% 65
2018
Q4 		$157K Sell
1,568
-77
-5% -$8.24K 0.25% 112
2018
Q3 		$196K Sell
1,645
-905
-35% -$104K 0.13% 127
2018
Q2 		$270K Hold
2,550
– – 0.2% 64
2018
Q1 		$270K Buy
+2,550
New +$278K 0.25% 64

Other funds holding MTUM

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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

Clarus Wealth Advisors's MTUM Position: Q2 2026 in Review

Clarus Wealth Advisors reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 13% in Q2 2026, selling an estimated $381K and leaving 8,523 shares worth $2.68M. The position accounts for 1.03% of the portfolio, ranked #28.

Clarus Wealth Advisors first reported a position in MTUM in Q1 2018 and has held it in 24 quarters since. The position peaked at $5.17M in Q4 2025. 581 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Clarus Wealth Advisors held 8,523 shares of iShares MSCI USA Momentum Factor ETF worth $2.68M as of Q2 2026.
  • Clarus Wealth Advisors sold 1,278 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $381K.
  • iShares MSCI USA Momentum Factor ETF made up 1.03% of Clarus Wealth Advisors's portfolio in Q2 2026, its #28 holding.
  • Clarus Wealth Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2018 and has held it in 24 quarters since.
  • Clarus Wealth Advisors's iShares MSCI USA Momentum Factor ETF position peaked at $5.17M in Q4 2025.
  • 581 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Clarus Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.