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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
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

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
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

Acropolis Investment Management's MTUM Position: Q2 2026 in Review

Acropolis Investment Management reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 2.9% in Q2 2026, selling an estimated $1.24M and leaving 137,797 shares worth $47.2M. The position accounts for 1.86% of the portfolio, ranked #12.

Acropolis Investment Management first reported a position in MTUM in Q1 2023 and has held it in 14 quarters since. 1,207 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Acropolis Investment Management held 137,797 shares of iShares MSCI USA Momentum Factor ETF worth $47.2M as of Q2 2026.
  • Acropolis Investment Management sold 4,149 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $1.24M.
  • iShares MSCI USA Momentum Factor ETF made up 1.86% of Acropolis Investment Management's portfolio in Q2 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 14 quarters since.
  • 1,207 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Acropolis Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.