SA
MTUM icon

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

Scarborough 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 		$14.6M Sell
44,839
-22,123
-33% -$6.6M 1.67% 20
2026
Q1 		$16.1M Sell
66,962
-7,360
-10% -$1.85M 1.76% 19
2025
Q4 		$18.6M Buy
74,322
+25,818
+53% +$6.48M 3.14% 11
2025
Q3 		$12.4M Buy
48,504
+17
+0% +$4.16K 2.19% 15
2025
Q2 		$11.7M Sell
48,487
-856
-2% -$187K 2.31% 13
2025
Q1 		$9.97M Buy
49,343
+2,665
+6% +$569K 1.42% 24
2024
Q4 		$9.66M Buy
+46,678
New +$9.78M 1.37% 23
2024
Q3 		– Sell
-146
Closed -$28.5K – 324
2024
Q2 		$28.5K Hold
146
– – 0.01% 141
2024
Q1 		$27.4K Sell
146
-1
-0.7% -$175 0.01% 139
2023
Q4 		$23K Buy
+147
New +$21.6K ﹤0.01% 266
2023
Q2 		– Sell
-14,630
Closed -$2.03M – 76
2023
Q1 		$2.03M Sell
14,630
-14,663
-50% -$2.07M 0.51% 39
2022
Q4 		$4.27M Buy
+29,293
New +$4.25M 1.15% 27

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

Scarborough Advisors's MTUM Position: Q2 2026 in Review

Scarborough Advisors reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 33% in Q2 2026, selling an estimated $6.6M and leaving 44,839 shares worth $14.6M. The position accounts for 1.67% of the portfolio, ranked #20.

Scarborough Advisors first reported a position in MTUM in Q4 2022 and has held it in 12 quarters since. The position peaked at $18.6M in Q4 2025. 1,208 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Scarborough Advisors held 44,839 shares of iShares MSCI USA Momentum Factor ETF worth $14.6M as of Q2 2026.
  • Scarborough Advisors sold 22,123 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $6.6M.
  • iShares MSCI USA Momentum Factor ETF made up 1.67% of Scarborough Advisors's portfolio in Q2 2026, its #20 holding.
  • Scarborough Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2022 and has held it in 12 quarters since.
  • Scarborough Advisors's iShares MSCI USA Momentum Factor ETF position peaked at $18.6M in Q4 2025.
  • 1,208 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Scarborough Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.