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 Q2	$599K	Buy	+1,748	New	+$522K	0.09%	109

Other funds holding MTUM

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

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

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

Clune & Associates's MTUM Position: Q2 2026 in Review

Clune & Associates opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2026: 1,748 shares worth $599K. The stake represents 0.09% of the portfolio and ranks #109 among its holdings.

270 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

Clune & Associates held 1,748 shares of iShares MSCI USA Momentum Factor ETF worth $599K as of Q2 2026.
iShares MSCI USA Momentum Factor ETF was a new Clune & Associates position in Q2 2026.
iShares MSCI USA Momentum Factor ETF made up 0.09% of Clune & Associates's portfolio in Q2 2026, its #109 holding.
270 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Clune & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.