Cornerstone Financial Group
MTUM icon

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
Q3 		$479K Buy
6,044
+12
+0.2% +$926 0.28% 51
2026
Q2 		$517K Buy
6,032
+8
+0.1% +$597 0.32% 48
2026
Q1 		$429K Sell
6,024
-1,596
-21% -$100K 0.28% 52
2025
Q4 		$477K Buy
7,620
+24
+0.3% +$1.51K 0.33% 51
2025
Q3 		$487K Buy
7,596
+16
+0.2% +$980 0.38% 51
2025
Q2 		$455K Hold
7,580
– – 0.39% 53
2025
Q1 		$423K Hold
7,580
– – 0.38% 53
2024
Q4 		$392K Buy
+7,580
New +$397K 0.39% 53

Other funds holding MTUM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
State of Michigan Retirement System
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cornerstone Financial Group's MTUM Position: Q3 2026 in Review

Cornerstone Financial Group increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 0.2% in Q3 2026, buying an estimated $926 and bringing the position to 6,044 shares worth $479K. The position accounts for 0.28% of the portfolio, ranked #51.

Cornerstone Financial Group first reported a position in MTUM in Q4 2024 and has held it in 8 quarters since. The position peaked at $517K in Q2 2026. 942 funds tracked by Wall St. Rank hold MTUM as of Q3 2026.

  • Cornerstone Financial Group held 6,044 shares of iShares MSCI USA Momentum Factor ETF worth $479K as of Q3 2026.
  • Cornerstone Financial Group bought 12 iShares MSCI USA Momentum Factor ETF shares in Q3 2026, an estimated $926.
  • iShares MSCI USA Momentum Factor ETF made up 0.28% of Cornerstone Financial Group's portfolio in Q3 2026, its #51 holding.
  • Cornerstone Financial Group first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2024 and has held it in 8 quarters since.
  • Cornerstone Financial Group's iShares MSCI USA Momentum Factor ETF position peaked at $517K in Q2 2026.
  • 942 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2026.

Based on Cornerstone Financial Group's 13F filing for Q3 2026, filed 12 Nov 2026.