Clear Harbor Asset Management’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Clear Harbor Asset 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	$245K	Buy	+716	New	+$214K	0.02%	396
2020 Q4	–	Sell	-110	Closed	-$16.2K	–	580
2020 Q3	$16.2K	Buy	+110	New	+$15.7K	﹤0.01%	526
2020 Q1	–	Sell	-110	Closed	-$13.8K	–	541
2019 Q4	$13.8K	Buy	+110	New	+$13.3K	﹤0.01%	572

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 22.9% 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 Harbor Asset Management's MTUM Position: Q2 2026 in Review

Clear Harbor Asset Management opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2026: 716 shares worth $245K. The stake represents 0.02% of the portfolio and ranks #396 among its holdings. This is a return to the name: Clear Harbor Asset Management previously reported a position in MTUM as recently as Q3 2020.

Clear Harbor Asset Management first reported a position in MTUM in Q4 2019 and has held it in 3 quarters since. 1,211 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

Clear Harbor Asset Management held 716 shares of iShares MSCI USA Momentum Factor ETF worth $245K as of Q2 2026.
iShares MSCI USA Momentum Factor ETF was a new Clear Harbor Asset Management position in Q2 2026.
iShares MSCI USA Momentum Factor ETF made up 0.02% of Clear Harbor Asset Management's portfolio in Q2 2026, its #396 holding.
Clear Harbor Asset Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2019 and has held it in 3 quarters since.
1,211 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Clear Harbor Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.