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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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Scarborough Advisors's MTUM Position: Q1 2026 in Review

Scarborough Advisors reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 9.9% in Q1 2026, selling an estimated $1.85M and leaving 66,962 shares worth $16.1M. The position accounts for 1.76% of the portfolio, ranked #19.

Scarborough Advisors first reported a position in MTUM in Q4 2022 and has held it in 11 quarters since. The position peaked at $18.6M in Q4 2025. 1,051 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

  • Scarborough Advisors held 66,962 shares of iShares MSCI USA Momentum Factor ETF worth $16.1M as of Q1 2026.
  • Scarborough Advisors sold 7,360 iShares MSCI USA Momentum Factor ETF shares in Q1 2026, an estimated $1.85M.
  • iShares MSCI USA Momentum Factor ETF made up 1.76% of Scarborough Advisors's portfolio in Q1 2026, its #19 holding.
  • Scarborough Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2022 and has held it in 11 quarters since.
  • Scarborough Advisors's iShares MSCI USA Momentum Factor ETF position peaked at $18.6M in Q4 2025.
  • 1,051 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on Scarborough Advisors's 13F filing for Q1 2026, filed 7 May 2026.