St. Clair Advisors
MTUM icon

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
Q3 		$336K Sell
1,060
-557
-34% -$172K 0.08% 74
2026
Q2 		$554K Buy
+1,617
New +$483K 0.14% 61

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AssetMark Inc
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Wealth Enhancement Advisory Services
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High Probability Advisors
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Foster Group
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Armbruster Capital Management
Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
1900 Wealth Management
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

St. Clair Advisors's MTUM Position: Q3 2026 in Review

St. Clair Advisors reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 34% in Q3 2026, selling an estimated $172K and leaving 1,060 shares worth $336K. The position accounts for 0.08% of the portfolio, ranked #74.

St. Clair Advisors first reported a position in MTUM in Q2 2026 and has held it in 2 quarters since. The position peaked at $554K in Q2 2026. 365 funds tracked by Wall St. Rank hold MTUM as of Q3 2026.

  • St. Clair Advisors held 1,060 shares of iShares MSCI USA Momentum Factor ETF worth $336K as of Q3 2026.
  • St. Clair Advisors sold 557 iShares MSCI USA Momentum Factor ETF shares in Q3 2026, an estimated $172K.
  • iShares MSCI USA Momentum Factor ETF made up 0.08% of St. Clair Advisors's portfolio in Q3 2026, its #74 holding.
  • St. Clair Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2026 and has held it in 2 quarters since.
  • St. Clair Advisors's iShares MSCI USA Momentum Factor ETF position peaked at $554K in Q2 2026.
  • 365 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2026.

Based on St. Clair Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.