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SC&H Financial Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

SC&H Financial 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
Q3 		$299K Buy
942
+1
+0.1% +$309 0.04% 122
2026
Q2 		$322K Buy
941
+1
+0.1% +$298 0.04% 124
2026
Q1 		$226K Buy
940
+1
+0.1% +$251 0.03% 148
2025
Q4 		$235K Buy
+939
New +$236K 0.04% 144

Other funds holding MTUM

OWM
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $292M AUM 22.71% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 13.83% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
MWP
Meredith Wealth Planning Maryville, Illinois $401M AUM 16.2% 1-Year Est. Return

SC&H Financial Advisors's MTUM Position: Q3 2026 in Review

SC&H Financial Advisors increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 0.11% in Q3 2026, buying an estimated $309 and bringing the position to 942 shares worth $299K. The position accounts for 0.04% of the portfolio, ranked #122.

SC&H Financial Advisors first reported a position in MTUM in Q4 2025 and has held it in 4 quarters since. The position peaked at $322K in Q2 2026. 143 funds tracked by Wall St. Rank hold MTUM as of Q3 2026.

  • SC&H Financial Advisors held 942 shares of iShares MSCI USA Momentum Factor ETF worth $299K as of Q3 2026.
  • SC&H Financial Advisors bought 1 iShares MSCI USA Momentum Factor ETF share in Q3 2026, an estimated $309.
  • iShares MSCI USA Momentum Factor ETF made up 0.04% of SC&H Financial Advisors's portfolio in Q3 2026, its #122 holding.
  • SC&H Financial Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2025 and has held it in 4 quarters since.
  • SC&H Financial Advisors's iShares MSCI USA Momentum Factor ETF position peaked at $322K in Q2 2026.
  • 143 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2026.

Based on SC&H Financial Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.