St. Clair Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

St. Clair 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	$554K	Buy	+1,617	New	+$483K	0.14%	61

Other funds holding MTUM

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Portfolio Solutions

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

St. Clair Advisors's MTUM Position: Q2 2026 in Review

St. Clair Advisors opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2026: 1,617 shares worth $554K. The stake represents 0.14% of the portfolio and ranks #61 among its holdings.

306 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

St. Clair Advisors held 1,617 shares of iShares MSCI USA Momentum Factor ETF worth $554K as of Q2 2026.
iShares MSCI USA Momentum Factor ETF was a new St. Clair Advisors position in Q2 2026.
iShares MSCI USA Momentum Factor ETF made up 0.14% of St. Clair Advisors's portfolio in Q2 2026, its #61 holding.
306 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on St. Clair Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.