Accelerate Investment Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Accelerate Investment 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	$747K	Buy	3,114 +380	+14%	+$95.5K	0.5%	36
2025 Q4	$684K	Buy	2,734 +1,005	+58%	+$252K	0.46%	39
2025 Q3	$443K	Buy	1,729 +18	+1%	+$4.41K	0.3%	53
2025 Q2	$411K	Sell	1,711 -24	-1%	-$5.24K	0.31%	54
2025 Q1	$351K	Buy	1,735 +649	+60%	+$139K	0.29%	57
2024 Q4	$225K	Buy	+1,086	New	+$228K	0.2%	85

Other funds holding MTUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 $9.54B AUM 19.86% 1-Year Est. Return

Accelerate Investment Advisors's MTUM Position: Q1 2026 in Review

Accelerate Investment Advisors increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 14% in Q1 2026, buying an estimated $95.5K and bringing the position to 3,114 shares worth $747K. The position accounts for 0.5% of the portfolio, ranked #36.

Accelerate Investment Advisors first reported a position in MTUM in Q4 2024 and has held it in 6 quarters since. 1,051 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

Accelerate Investment Advisors held 3,114 shares of iShares MSCI USA Momentum Factor ETF worth $747K as of Q1 2026.
Accelerate Investment Advisors bought 380 iShares MSCI USA Momentum Factor ETF shares in Q1 2026, an estimated $95.5K.
iShares MSCI USA Momentum Factor ETF made up 0.5% of Accelerate Investment Advisors's portfolio in Q1 2026, its #36 holding.
Accelerate Investment Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2024 and has held it in 6 quarters since.
1,051 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on Accelerate Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.