Clear Creek Financial Management’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Clear Creek Financial Management’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	$2.49M	Buy	7,272 +1,103	+18%	+$329K	0.16%	144
2026 Q1	$1.48M	Buy	6,169 +635	+11%	+$160K	0.11%	190
2025 Q4	$1.39M	Sell	5,534 -12	-0.2%	-$3.01K	0.11%	182
2025 Q3	$1.42M	Sell	5,546 -215	-4%	-$52.7K	0.12%	176
2025 Q2	$1.38M	Sell	5,761 -191	-3%	-$41.7K	0.13%	175
2025 Q1	$1.2M	Sell	5,952 -408	-6%	-$87.2K	0.12%	167
2024 Q4	$1.32M	Buy	6,360 +286	+5%	+$59.9K	0.14%	142
2024 Q3	$1.23M	Sell	6,074 -1,158	-16%	-$224K	0.14%	144
2024 Q2	$1.41M	Buy	7,232 +837	+13%	+$156K	0.17%	114
2024 Q1	$1.2M	Buy	6,395 +1,270	+25%	+$222K	0.15%	124
2023 Q4	$804K	Buy	5,125 +148	+3%	+$21.7K	0.13%	140
2023 Q3	$695K	Sell	4,977 -148	-3%	-$21.4K	0.12%	138
2023 Q2	$739K	Sell	5,125 -79,941	-94%	-$11.2M	0.13%	134
2023 Q1	$11.8M	Buy	85,066 +13,754	+19%	+$1.94M	2.25%	9
2022 Q4	$10.4M	Buy	71,312 +3,599	+5%	+$522K	2.29%	8
2022 Q3	$8.88M	Buy	67,713 +9,353	+16%	+$1.31M	1.96%	8
2022 Q2	$7.96M	Sell	58,360 -6,213	-10%	-$912K	1.67%	13
2022 Q1	$10.9M	Sell	64,573 -9,716	-13%	-$1.6M	1.7%	12
2021 Q4	$13.5M	Buy	74,289 +33,137	+81%	+$6.11M	2.03%	10
2021 Q3	$7.23M	Sell	41,152 -35,802	-47%	-$6.36M	1.16%	17
2021 Q2	$13.3M	Buy	76,954 +66,122	+610%	+$11.2M	2.07%	6
2021 Q1	$1.86M	Sell	10,832 -72,350	-87%	-$12M	3.74%	9
2020 Q4	$13.4M	Buy	+83,182	New	+$12.7M	2.59%	5
2020 Q3	–	Sell	-66,220	Closed	-$8.67M	–	195
2020 Q2	$8.67M	Sell	66,220 -21,313	-24%	-$2.58M	2.25%	9
2020 Q1	$10.2M	Sell	87,533 -38,369	-30%	-$4.74M	3.89%	5
2019 Q4	$16.2M	Buy	125,902 +93,345	+287%	+$11.3M	6.36%	3
2019 Q3	$3.96M	Sell	32,557 -2,352	-7%	-$283K	1.92%	16
2019 Q2	$4.14M	Buy	+34,909	New	+$4M	1.77%	15

Other funds holding MTUM

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

Clear Creek Financial Management's MTUM Position: Q2 2026 in Review

Clear Creek Financial Management increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 18% in Q2 2026, buying an estimated $329K and bringing the position to 7,272 shares worth $2.49M. The position accounts for 0.16% of the portfolio, ranked #144.

Clear Creek Financial Management first reported a position in MTUM in Q2 2019 and has held it in 28 quarters since. The position peaked at $16.2M in Q4 2019. 1,210 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

Clear Creek Financial Management held 7,272 shares of iShares MSCI USA Momentum Factor ETF worth $2.49M as of Q2 2026.
Clear Creek Financial Management bought 1,103 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $329K.
iShares MSCI USA Momentum Factor ETF made up 0.16% of Clear Creek Financial Management's portfolio in Q2 2026, its #144 holding.
Clear Creek Financial Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2019 and has held it in 28 quarters since.
Clear Creek Financial Management's iShares MSCI USA Momentum Factor ETF position peaked at $16.2M in Q4 2019.
1,210 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.