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Clune & Associates’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Clune & Associates’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
Q3 		$555K Hold
1,748
– – 0.08% 109
2026
Q2 		$599K Buy
+1,748
New +$522K 0.09% 109

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AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
High Probability Advisors
High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Armbruster Capital Management
Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
1900 Wealth Management
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

Clune & Associates's MTUM Position: Q3 2026 in Review

Clune & Associates held its iShares MSCI USA Momentum Factor ETF (MTUM) position steady in Q3 2026 at 1,748 shares worth $555K. The position accounts for 0.08% of the portfolio, ranked #109.

Clune & Associates first reported a position in MTUM in Q2 2026 and has held it in 2 quarters since. The position peaked at $599K in Q2 2026. 365 funds tracked by Wall St. Rank hold MTUM as of Q3 2026.

  • Clune & Associates held 1,748 shares of iShares MSCI USA Momentum Factor ETF worth $555K as of Q3 2026.
  • Clune & Associates left its iShares MSCI USA Momentum Factor ETF share count unchanged in Q3 2026.
  • iShares MSCI USA Momentum Factor ETF made up 0.08% of Clune & Associates's portfolio in Q3 2026, its #109 holding.
  • Clune & Associates first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2026 and has held it in 2 quarters since.
  • Clune & Associates's iShares MSCI USA Momentum Factor ETF position peaked at $599K in Q2 2026.
  • 365 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2026.

Based on Clune & Associates's 13F filing for Q3 2026, filed 8 Oct 2026.