Acorn Wealth Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Acorn Wealth 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 Q2	$567K	Sell	1,655 -38	-2%	-$11.3K	0.14%	142
2026 Q1	$406K	Buy	+1,693	New	+$425K	0.12%	160
2022 Q2	–	Sell	-2,399	Closed	-$404K	–	175
2022 Q1	$404K	Sell	2,399 -5,125	-68%	-$844K	0.28%	94
2021 Q4	$1.37M	Buy	7,524 +53	+0.7%	+$9.77K	0.87%	29
2021 Q3	$1.31M	Buy	7,471 +1,743	+30%	+$310K	0.92%	28
2021 Q2	$993K	Sell	5,728 -203	-3%	-$34.4K	0.69%	33
2021 Q1	$954K	Sell	5,931 -53	-0.9%	-$8.76K	0.68%	34
2020 Q4	$965K	Buy	5,984 +3,347	+127%	+$513K	0.76%	27
2020 Q3	$389K	Buy	2,637 +186	+8%	+$26.6K	0.34%	63
2020 Q2	$321K	Buy	+2,451	New	+$297K	0.3%	69

Other funds holding MTUM

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BTI

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SOMRS

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

Acorn Wealth Advisors's MTUM Position: Q2 2026 in Review

Acorn Wealth Advisors reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 2.2% in Q2 2026, selling an estimated $11.3K and leaving 1,655 shares worth $567K. The position accounts for 0.14% of the portfolio, ranked #142.

Acorn Wealth Advisors first reported a position in MTUM in Q2 2020 and has held it in 10 quarters since. The position peaked at $1.37M in Q4 2021. 1,209 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

Acorn Wealth Advisors held 1,655 shares of iShares MSCI USA Momentum Factor ETF worth $567K as of Q2 2026.
Acorn Wealth Advisors sold 38 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $11.3K.
iShares MSCI USA Momentum Factor ETF made up 0.14% of Acorn Wealth Advisors's portfolio in Q2 2026, its #142 holding.
Acorn Wealth Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2020 and has held it in 10 quarters since.
Acorn Wealth Advisors's iShares MSCI USA Momentum Factor ETF position peaked at $1.37M in Q4 2021.
1,209 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Acorn Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.