Harbor Capital Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Harbor Capital Advisors’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	$342K	Buy	+997	New	+$298K	0.02%	569

Other funds holding MTUM

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

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 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

Harbor Capital Advisors's MTUM Position: Q2 2026 in Review

Harbor Capital Advisors opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2026: 997 shares worth $342K. The stake represents 0.02% of the portfolio and ranks #569 among its holdings.

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

Harbor Capital Advisors held 997 shares of iShares MSCI USA Momentum Factor ETF worth $342K as of Q2 2026.
iShares MSCI USA Momentum Factor ETF was a new Harbor Capital Advisors position in Q2 2026.
iShares MSCI USA Momentum Factor ETF made up 0.02% of Harbor Capital Advisors's portfolio in Q2 2026, its #569 holding.
920 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Harbor Capital Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.