CX Institutional’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

CX Institutional’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	$81K	Sell	255 -151	-37%	-$46.6K	﹤0.01%	918
2026 Q2	$139K	Sell	406 -152	-27%	-$45.4K	﹤0.01%	808
2026 Q1	$134K	Buy	558 +1	+0.2%	+$251	﹤0.01%	804
2025 Q4	$140K	Buy	557 +41	+8%	+$10.3K	﹤0.01%	791
2025 Q3	$132K	Buy	516 +302	+141%	+$74K	﹤0.01%	782
2025 Q2	$51K	Hold	214	–	–	﹤0.01%	853
2025 Q1	$43K	Buy	+214	New	+$45.7K	﹤0.01%	856
2022 Q3	–	Sell	-57	Closed	-$8K	–	897
2022 Q2	$8K	Buy	+57	New	+$8.37K	﹤0.01%	981
2021 Q4	–	Sell	-274	Closed	-$48K	–	715
2021 Q3	$48K	Sell	274 -10,002	-97%	-$1.78M	﹤0.01%	588
2021 Q2	$1.78M	Sell	10,276 -17,746	-63%	-$3.01M	0.15%	168
2021 Q1	$4.51M	Buy	28,022 +721	+3%	+$119K	0.4%	78
2020 Q4	$4.4M	Buy	27,301 +27,143	+17,179%	+$4.16M	0.42%	62
2020 Q3	$23K	Sell	158 -28,353	-99%	-$4.05M	﹤0.01%	515
2020 Q2	$3.73M	Buy	28,511 +28,289	+12,743%	+$3.42M	0.49%	48
2020 Q1	$24K	Sell	222 -15,001	-99%	-$1.85M	﹤0.01%	365
2019 Q4	$1.91M	Sell	15,223 -12,983	-46%	-$1.58M	0.33%	77
2019 Q3	$3.36M	Buy	28,206 +5,347	+23%	+$645K	0.54%	45
2019 Q2	$2.71M	Buy	22,859 +4,975	+28%	+$570K	0.43%	60
2019 Q1	$2.01M	Buy	17,884 +6,430	+56%	+$691K	0.35%	81
2018 Q4	$1.15M	Buy	11,454 +3,569	+45%	+$382K	0.24%	84
2018 Q3	$938K	Buy	7,885 +1,905	+32%	+$219K	0.31%	85
2018 Q2	$656K	Buy	+5,980	New	+$655K	0.24%	85

Other funds holding MTUM

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

EFG

Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return

CX Institutional's MTUM Position: Q3 2026 in Review

CX Institutional reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 37% in Q3 2026, selling an estimated $46.6K and leaving 255 shares worth $81K. The position accounts for ﹤0.01% of the portfolio, ranked #918.

CX Institutional first reported a position in MTUM in Q2 2018 and has held it in 22 quarters since. The position peaked at $4.51M in Q1 2021. 61 funds tracked by Wall St. Rank hold MTUM as of Q3 2026.

CX Institutional held 255 shares of iShares MSCI USA Momentum Factor ETF worth $81K as of Q3 2026.
CX Institutional sold 151 iShares MSCI USA Momentum Factor ETF shares in Q3 2026, an estimated $46.6K.
iShares MSCI USA Momentum Factor ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #918 holding.
CX Institutional first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2018 and has held it in 22 quarters since.
CX Institutional's iShares MSCI USA Momentum Factor ETF position peaked at $4.51M in Q1 2021.
61 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.