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 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

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

Acorn Wealth Advisors's MTUM Position: Q1 2026 in Review

Acorn Wealth Advisors opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q1 2026: 1,693 shares worth $406K. The stake represents 0.12% of the portfolio and ranks #160 among its holdings. This is a return to the name: Acorn Wealth Advisors previously reported a position in MTUM as recently as Q1 2022.

Acorn Wealth Advisors first reported a position in MTUM in Q2 2020 and has held it in 9 quarters since. The position peaked at $1.37M in Q4 2021. 1,051 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

Acorn Wealth Advisors held 1,693 shares of iShares MSCI USA Momentum Factor ETF worth $406K as of Q1 2026.
iShares MSCI USA Momentum Factor ETF was a new Acorn Wealth Advisors position in Q1 2026.
iShares MSCI USA Momentum Factor ETF made up 0.12% of Acorn Wealth Advisors's portfolio in Q1 2026, its #160 holding.
Acorn Wealth Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2020 and has held it in 9 quarters since.
Acorn Wealth Advisors's iShares MSCI USA Momentum Factor ETF position peaked at $1.37M in Q4 2021.
1,051 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on Acorn Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.