McCarley & Cook Financial Planners’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

McCarley & Cook Financial Planners’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	$753K	Buy	2,374 +312	+15%	+$96.3K	0.57%	21
2026 Q2	$707K	Buy	2,062 +127	+7%	+$37.9K	0.55%	21
2026 Q1	$464K	Buy	1,935 +261	+16%	+$65.6K	0.4%	26
2025 Q4	$419K	Buy	+1,674	New	+$420K	0.38%	28

Other funds holding MTUM

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return

High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

McCarley & Cook Financial Planners's MTUM Position: Q3 2026 in Review

McCarley & Cook Financial Planners increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 15% in Q3 2026, buying an estimated $96.3K and bringing the position to 2,374 shares worth $753K. The position accounts for 0.57% of the portfolio, ranked #21.

McCarley & Cook Financial Planners first reported a position in MTUM in Q4 2025 and has held it in 4 quarters since. 410 funds tracked by Wall St. Rank hold MTUM as of Q3 2026.

McCarley & Cook Financial Planners held 2,374 shares of iShares MSCI USA Momentum Factor ETF worth $753K as of Q3 2026.
McCarley & Cook Financial Planners bought 312 iShares MSCI USA Momentum Factor ETF shares in Q3 2026, an estimated $96.3K.
iShares MSCI USA Momentum Factor ETF made up 0.57% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #21 holding.
McCarley & Cook Financial Planners first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2025 and has held it in 4 quarters since.
410 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2026.

Based on McCarley & Cook Financial Planners's 13F filing for Q3 2026, filed 21 Oct 2026.