J.M. Arbour
MTUM icon

J.M. Arbour’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

J.M. Arbour’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 		– Sell
-18,424
Closed -$1.58M – 140
2026
Q2 		$1.58M Sell
18,424
-6,800
-27% -$507K 1.36% 15
2026
Q1 		$1.51M Buy
25,224
+1,128
+5% +$70.9K 1.45% 18
2025
Q4 		$1.51M Buy
+24,096
New +$1.51M 1.5% 18

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
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 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
Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 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

J.M. Arbour's MTUM Position: Q3 2026 in Review

J.M. Arbour sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q3 2026, closing a stake of 18,424 shares — an estimated $1.58M sold.

J.M. Arbour first reported a position in MTUM in Q4 2025 and held it in 3 quarters. The position peaked at $1.58M in Q2 2026. 1,030 funds tracked by Wall St. Rank hold MTUM as of Q3 2026.

  • J.M. Arbour reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q3 2026 after selling out during the quarter.
  • J.M. Arbour sold 18,424 iShares MSCI USA Momentum Factor ETF shares in Q3 2026, an estimated $1.58M.
  • J.M. Arbour first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2025 and held it in 3 quarters.
  • J.M. Arbour's iShares MSCI USA Momentum Factor ETF position peaked at $1.58M in Q2 2026.
  • 1,030 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2026.

Based on J.M. Arbour's 13F filing for Q3 2026, filed 5 Nov 2026.