Accel Wealth Management’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Accel Wealth Management’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	$281K	Buy	3,544 +4	+0.1%	+$309	0.06%	231
2026 Q2	$304K	Hold	3,540	–	–	0.07%	217
2026 Q1	$212K	Buy	+3,540	New	+$222K	0.06%	266
2023 Q2	–	Sell	-4,108	Closed	-$143K	–	606
2023 Q1	$143K	Hold	4,108	–	–	0.06%	265
2022 Q4	$150K	Buy	4,108 +4	+0.1%	+$145	0.07%	190
2022 Q3	$142K	Buy	4,104 +4	+0.1%	+$140	0.08%	205
2022 Q2	$140K	Buy	4,100 +4	+0.1%	+$147	0.08%	186
2022 Q1	$173K	Sell	4,096 -104	-2%	-$4.28K	0.09%	173
2021 Q4	$191K	Buy	4,200 +336	+9%	+$15.5K	0.09%	173
2021 Q3	$170K	Sell	3,864 -332	-8%	-$14.8K	0.11%	153
2021 Q2	$182K	Hold	4,196	–	–	0.12%	166
2021 Q1	$169K	Sell	4,196 -848	-17%	-$35.1K	0.14%	156
2020 Q4	$204K	Buy	+5,044	New	+$193K	0.19%	117

Other funds holding MTUM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Accel Wealth Management's MTUM Position: Q3 2026 in Review

Accel Wealth Management increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 0.11% in Q3 2026, buying an estimated $309 and bringing the position to 3,544 shares worth $281K. The position accounts for 0.06% of the portfolio, ranked #231.

Accel Wealth Management first reported a position in MTUM in Q4 2020 and has held it in 13 quarters since. The position peaked at $304K in Q2 2026. 802 funds tracked by Wall St. Rank hold MTUM as of Q3 2026.

Accel Wealth Management held 3,544 shares of iShares MSCI USA Momentum Factor ETF worth $281K as of Q3 2026.
Accel Wealth Management bought 4 iShares MSCI USA Momentum Factor ETF shares in Q3 2026, an estimated $309.
iShares MSCI USA Momentum Factor ETF made up 0.06% of Accel Wealth Management's portfolio in Q3 2026, its #231 holding.
Accel Wealth Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2020 and has held it in 13 quarters since.
Accel Wealth Management's iShares MSCI USA Momentum Factor ETF position peaked at $304K in Q2 2026.
802 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2026.

Based on Accel Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.