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CRA Financial Services’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

CRA Financial Services’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 		$1.07M Hold
3,120
– – 0.12% 125
2026
Q1 		$749K Sell
3,120
-10
-0.3% -$2.51K 0.1% 144
2025
Q4 		$783K Sell
3,130
-77
-2% -$19.3K 0.1% 136
2025
Q3 		$822K Sell
3,207
-25
-0.8% -$6.12K 0.11% 129
2025
Q2 		$777K Hold
3,232
– – 0.12% 127
2025
Q1 		$653K Sell
3,232
-10
-0.3% -$2.14K 0.11% 134
2024
Q4 		$671K Sell
3,242
-80
-2% -$16.8K 0.12% 127
2024
Q3 		$674K Sell
3,322
-50
-1% -$9.68K 0.12% 119
2024
Q2 		$657K Sell
3,372
-25
-0.7% -$4.67K 0.13% 114
2024
Q1 		$636K Sell
3,397
-75
-2% -$13.1K 0.14% 109
2023
Q4 		$545K Sell
3,472
-530
-13% -$77.8K 0.13% 110
2023
Q3 		$559K Sell
4,002
-130
-3% -$18.8K 0.15% 104
2023
Q2 		$596K Sell
4,132
-140
-3% -$19.7K 0.16% 97
2023
Q1 		$594K Hold
4,272
– – 0.18% 94
2022
Q4 		$623K Sell
4,272
-290
-6% -$42.1K 0.2% 95
2022
Q3 		$598K Buy
4,562
+17
+0.4% +$2.38K 0.22% 92
2022
Q2 		$620K Sell
4,545
-325
-7% -$47.7K 0.21% 93
2022
Q1 		$819K Hold
4,870
– – 0.25% 78
2021
Q4 		$885K Sell
4,870
-190
-4% -$35K 0.26% 73
2021
Q3 		$889K Buy
5,060
+20
+0.4% +$3.55K 0.3% 69
2021
Q2 		$874K Buy
5,040
+160
+3% +$27.1K 0.3% 65
2021
Q1 		$785K Buy
4,880
+155
+3% +$25.6K 0.3% 70
2020
Q4 		$762K Hold
4,725
– – 0.32% 62
2020
Q3 		$696K Hold
4,725
– – 0.33% 66
2020
Q2 		$619K Sell
4,725
-100
-2% -$12.1K 0.33% 73
2020
Q1 		$514K Sell
4,825
-50
-1% -$6.18K 0.33% 73
2019
Q4 		$612K Sell
4,875
-100
-2% -$12.1K 0.33% 68
2019
Q3 		$593K Sell
4,975
-440
-8% -$53K 0.36% 65
2019
Q2 		$642K Sell
5,415
-75
-1% -$8.59K 0.39% 61
2019
Q1 		$616K Hold
5,490
– – 0.4% 57
2018
Q4 		$550K Buy
+5,490
New +$588K 0.4% 62

Other funds holding MTUM

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

CRA Financial Services's MTUM Position: Q2 2026 in Review

CRA Financial Services held its iShares MSCI USA Momentum Factor ETF (MTUM) position steady in Q2 2026 at 3,120 shares worth $1.07M. The position accounts for 0.12% of the portfolio, ranked #125.

CRA Financial Services first reported a position in MTUM in Q4 2018 and has held it in 31 quarters since. 1,206 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • CRA Financial Services held 3,120 shares of iShares MSCI USA Momentum Factor ETF worth $1.07M as of Q2 2026.
  • CRA Financial Services left its iShares MSCI USA Momentum Factor ETF share count unchanged in Q2 2026.
  • iShares MSCI USA Momentum Factor ETF made up 0.12% of CRA Financial Services's portfolio in Q2 2026, its #125 holding.
  • CRA Financial Services first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2018 and has held it in 31 quarters since.
  • 1,206 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on CRA Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.