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Cornerstone Financial Group’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Cornerstone Financial Group’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 		$517K Buy
1,508
+2
+0.1% +$597 0.32% 48
2026
Q1 		$429K Sell
1,506
-399
-21% -$100K 0.28% 52
2025
Q4 		$477K Buy
1,905
+6
+0.3% +$1.51K 0.33% 51
2025
Q3 		$487K Buy
1,899
+4
+0.2% +$980 0.38% 51
2025
Q2 		$455K Hold
1,895
– – 0.39% 53
2025
Q1 		$423K Hold
1,895
– – 0.38% 53
2024
Q4 		$392K Buy
+1,895
New +$397K 0.39% 53

Other funds holding MTUM

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Cornerstone Financial Group's MTUM Position: Q2 2026 in Review

Cornerstone Financial Group increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 0.13% in Q2 2026, buying an estimated $597 and bringing the position to 1,508 shares worth $517K. The position accounts for 0.32% of the portfolio, ranked #48.

Cornerstone Financial Group first reported a position in MTUM in Q4 2024 and has held it in 7 quarters since. 932 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Cornerstone Financial Group held 1,508 shares of iShares MSCI USA Momentum Factor ETF worth $517K as of Q2 2026.
  • Cornerstone Financial Group bought 2 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $597.
  • iShares MSCI USA Momentum Factor ETF made up 0.32% of Cornerstone Financial Group's portfolio in Q2 2026, its #48 holding.
  • Cornerstone Financial Group first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2024 and has held it in 7 quarters since.
  • 932 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Cornerstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.