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Clear Investment Research’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Clear Investment Research’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
2025
Q4 		– Sell
-87
Closed -$22.3K – 165
2025
Q3 		$22.3K Hold
87
– – 0.03% 156
2025
Q2 		$20.9K Hold
87
– – 0.03% 143
2025
Q1 		$17.6K Hold
87
– – 0.02% 145
2024
Q4 		$18K Hold
87
– – 0.02% 144
2024
Q3 		$17.6K Hold
87
– – 0.02% 145
2024
Q2 		$17K Hold
87
– – 0.02% 138
2024
Q1 		$16.3K Hold
87
– – 0.02% 144
2023
Q4 		$13.6K Hold
87
– – 0.02% 167
2023
Q3 		$12.2K Hold
87
– – 0.02% 127
2023
Q2 		$12.6K Hold
87
– – 0.02% 130
2023
Q1 		$12.1K Hold
87
– – 0.02% 127
2022
Q4 		$13K Hold
87
– – 0.03% 116
2022
Q3 		$11K Hold
87
– – 0.02% 118
2022
Q2 		$12K Hold
87
– – 0.03% 104
2022
Q1 		$15K Hold
87
– – 0.03% 107
2021
Q4 		$16K Hold
87
– – 0.02% 111
2021
Q3 		$15K Hold
87
– – 0.02% 111
2021
Q2 		$15K Hold
87
– – 0.03% 112
2021
Q1 		$14K Sell
87
-1
-1% -$165 0.03% 99
2020
Q4 		$14K Sell
88
-1,042
-92% -$160K 0.03% 93
2020
Q3 		$167K Sell
1,130
-2,291
-67% -$327K 0.34% 40
2020
Q2 		$448K Sell
3,421
-991
-22% -$120K 0.96% 20
2020
Q1 		$470K Buy
4,412
+1,148
+35% +$142K 1.14% 17
2019
Q4 		$410K Sell
3,264
-1,015
-24% -$123K 0.85% 21
2019
Q3 		$510K Buy
4,279
+313
+8% +$37.7K 1.09% 20
2019
Q2 		$470K Buy
3,966
+225
+6% +$25.8K 0.77% 22
2019
Q1 		$420K Sell
3,741
-134
-3% -$14.4K 0.66% 23
2018
Q4 		$388K Buy
3,875
+675
+21% +$72.3K 0.63% 24
2018
Q3 		$381K Buy
+3,200
New +$368K 0.55% 25

Other funds holding MTUM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Clear Investment Research's MTUM Position: Q4 2025 in Review

Clear Investment Research sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q4 2025, closing a stake of 87 shares — an estimated $22.3K sold.

Clear Investment Research first reported a position in MTUM in Q3 2018 and held it in 29 quarters. The position peaked at $510K in Q3 2019. 1,049 funds tracked by Wall St. Rank hold MTUM as of Q4 2025.

  • Clear Investment Research reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q4 2025 after selling out during the quarter.
  • Clear Investment Research sold 87 iShares MSCI USA Momentum Factor ETF shares in Q4 2025, an estimated $22.3K.
  • Clear Investment Research first reported a position in iShares MSCI USA Momentum Factor ETF in Q3 2018 and held it in 29 quarters.
  • Clear Investment Research's iShares MSCI USA Momentum Factor ETF position peaked at $510K in Q3 2019.
  • 1,049 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q4 2025.

Based on Clear Investment Research's 13F filing for Q4 2025, filed 9 Feb 2026.