Accredited Investors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Accredited Investors’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	$338K	Hold	987	–	–	0.01%	221
2026 Q1	$237K	Hold	987	–	–	0.01%	253
2025 Q4	$247K	Sell	987 -66	-6%	-$16.6K	0.01%	245
2025 Q3	$270K	Buy	1,053 +66	+7%	+$16.2K	0.02%	216
2025 Q2	$237K	Buy	+987	New	+$215K	0.01%	220
2025 Q1	–	Sell	-987	Closed	-$204K	–	242
2024 Q4	$204K	Hold	987	–	–	0.01%	218
2024 Q3	$200K	Buy	+987	New	+$191K	0.01%	228

Other funds holding MTUM

BTI

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

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

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

Accredited Investors's MTUM Position: Q2 2026 in Review

Accredited Investors held its iShares MSCI USA Momentum Factor ETF (MTUM) position steady in Q2 2026 at 987 shares worth $338K. The position accounts for 0.01% of the portfolio, ranked #221.

Accredited Investors first reported a position in MTUM in Q3 2024 and has held it in 7 quarters since. 581 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

Accredited Investors held 987 shares of iShares MSCI USA Momentum Factor ETF worth $338K as of Q2 2026.
Accredited Investors left its iShares MSCI USA Momentum Factor ETF share count unchanged in Q2 2026.
iShares MSCI USA Momentum Factor ETF made up 0.01% of Accredited Investors's portfolio in Q2 2026, its #221 holding.
Accredited Investors first reported a position in iShares MSCI USA Momentum Factor ETF in Q3 2024 and has held it in 7 quarters since.
581 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Accredited Investors's 13F filing for Q2 2026, filed 21 Jul 2026.