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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
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

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

SC&H Financial Advisors's MTUM Position: Q2 2026 in Review

SC&H Financial Advisors increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 0.11% in Q2 2026, buying an estimated $298 and bringing the position to 941 shares worth $322K. The position accounts for 0.04% of the portfolio, ranked #124.

SC&H Financial Advisors first reported a position in MTUM in Q4 2025 and has held it in 3 quarters since. 1,207 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • SC&H Financial Advisors held 941 shares of iShares MSCI USA Momentum Factor ETF worth $322K as of Q2 2026.
  • SC&H Financial Advisors bought 1 iShares MSCI USA Momentum Factor ETF share in Q2 2026, an estimated $298.
  • iShares MSCI USA Momentum Factor ETF made up 0.04% of SC&H Financial Advisors's portfolio in Q2 2026, its #124 holding.
  • SC&H Financial Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,207 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on SC&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.