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Acropolis Investment Management’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Acropolis Investment 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
Q3 		$44.2M Buy
139,272
+1,475
+1% +$455K 1.78% 12
2026
Q2 		$47.2M Sell
137,797
-4,149
-3% -$1.24M 1.86% 12
2026
Q1 		$34.1M Buy
141,946
+2,609
+2% +$656K 1.51% 14
2025
Q4 		$34.9M Buy
139,337
+4,678
+3% +$1.17M 1.57% 15
2025
Q3 		$32.4M Buy
134,659
+5,813
+5% +$1.42M 1.64% 13
2025
Q2 		$31M Buy
128,846
+2,183
+2% +$476K 1.7% 13
2025
Q1 		$25.6M Buy
126,663
+1,292
+1% +$276K 1.52% 13
2024
Q4 		$25.9M Buy
125,371
+1,588
+1% +$333K 1.53% 13
2024
Q3 		$25.1M Buy
123,783
+48
+0% +$9.3K 1.49% 13
2024
Q2 		$24.1M Buy
123,735
+9,036
+8% +$1.69M 1.52% 14
2024
Q1 		$21.5M Buy
114,699
+1,042
+0.9% +$182K 1.41% 14
2023
Q4 		$17.9M Buy
113,657
+4,950
+5% +$727K 1.25% 15
2023
Q3 		$15.2M Buy
108,707
+8,421
+8% +$1.22M 1.18% 15
2023
Q2 		$14.5M Buy
100,286
+23,431
+30% +$3.29M 1.13% 16
2023
Q1 		$10.7M Buy
+76,855
New +$10.8M 0.88% 18

Other funds holding MTUM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $292M AUM 22.71% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 13.83% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
FAG
Financial Architects (Georgia) Woodstock, Georgia $196M AUM 6.67% 1-Year Est. Return
1WAL
15 Wealth Advisors LLC Mundelein, Illinois $399M AUM
CP
Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return

Acropolis Investment Management's MTUM Position: Q3 2026 in Review

Acropolis Investment Management increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 1.1% in Q3 2026, buying an estimated $455K and bringing the position to 139,272 shares worth $44.2M. The position accounts for 1.78% of the portfolio, ranked #12.

Acropolis Investment Management first reported a position in MTUM in Q1 2023 and has held it in 15 quarters since. The position peaked at $47.2M in Q2 2026. 121 funds tracked by Wall St. Rank hold MTUM as of Q3 2026.

  • Acropolis Investment Management held 139,272 shares of iShares MSCI USA Momentum Factor ETF worth $44.2M as of Q3 2026.
  • Acropolis Investment Management bought 1,475 iShares MSCI USA Momentum Factor ETF shares in Q3 2026, an estimated $455K.
  • iShares MSCI USA Momentum Factor ETF made up 1.78% of Acropolis Investment Management's portfolio in Q3 2026, its #12 holding.
  • Acropolis Investment Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2023 and has held it in 15 quarters since.
  • Acropolis Investment Management's iShares MSCI USA Momentum Factor ETF position peaked at $47.2M in Q2 2026.
  • 121 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2026.

Based on Acropolis Investment Management's 13F filing for Q3 2026, filed 8 Oct 2026.