AWM
MTUM icon

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
Q2 		$304K Hold
885
– – 0.07% 217
2026
Q1 		$212K Buy
+885
New +$222K 0.06% 266
2023
Q2 		– Sell
-1,027
Closed -$143K – 606
2023
Q1 		$143K Hold
1,027
– – 0.06% 265
2022
Q4 		$150K Buy
1,027
+1
+0.1% +$145 0.07% 190
2022
Q3 		$142K Buy
1,026
+1
+0.1% +$140 0.08% 205
2022
Q2 		$140K Buy
1,025
+1
+0.1% +$147 0.08% 186
2022
Q1 		$173K Sell
1,024
-26
-2% -$4.28K 0.09% 173
2021
Q4 		$191K Buy
1,050
+84
+9% +$15.5K 0.09% 173
2021
Q3 		$170K Sell
966
-83
-8% -$14.8K 0.11% 153
2021
Q2 		$182K Hold
1,049
– – 0.12% 166
2021
Q1 		$169K Sell
1,049
-212
-17% -$35.1K 0.14% 156
2020
Q4 		$204K Buy
+1,261
New +$193K 0.19% 117

Other funds holding MTUM

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
PAS
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
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Accel Wealth Management's MTUM Position: Q2 2026 in Review

Accel Wealth Management held its iShares MSCI USA Momentum Factor ETF (MTUM) position steady in Q2 2026 at 885 shares worth $304K. The position accounts for 0.07% of the portfolio, ranked #217.

Accel Wealth Management first reported a position in MTUM in Q4 2020 and has held it in 12 quarters since. 527 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Accel Wealth Management held 885 shares of iShares MSCI USA Momentum Factor ETF worth $304K as of Q2 2026.
  • Accel Wealth Management left its iShares MSCI USA Momentum Factor ETF share count unchanged in Q2 2026.
  • iShares MSCI USA Momentum Factor ETF made up 0.07% of Accel Wealth Management's portfolio in Q2 2026, its #217 holding.
  • Accel Wealth Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2020 and has held it in 12 quarters since.
  • 527 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Accel Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.