Arrowroot Family Office’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Arrowroot Family Office’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	$600K	Sell	1,749 -24	-1%	-$7.16K	0.17%	104
2026 Q1	$426K	Buy	1,773 +2	+0.1%	+$503	0.14%	107
2025 Q4	$443K	Sell	1,771 -28	-2%	-$7.03K	0.16%	93
2025 Q3	$461K	Buy	1,799 +114	+7%	+$27.9K	0.18%	86
2025 Q2	$405K	Buy	+1,685	New	+$368K	0.18%	93
2024 Q4	$343K	Buy	1,659 +1	+0.1%	+$210	0.18%	96
2024 Q3	$336K	Sell	1,658 -681	-29%	-$132K	0.2%	93
2024 Q2	$456K	Sell	2,339 -7	-0.3%	-$1.31K	0.29%	77
2024 Q1	$440K	Sell	2,346 -293	-11%	-$51.1K	0.28%	80
2023 Q4	$414K	Sell	2,639 -107	-4%	-$15.7K	0.29%	76
2023 Q3	$384K	Sell	2,746 -948	-26%	-$137K	0.3%	81
2023 Q2	$533K	Sell	3,694 -2,905	-44%	-$408K	0.4%	63
2023 Q1	$917K	Buy	+6,599	New	+$931K	0.78%	39

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

Arrowroot Family Office's MTUM Position: Q2 2026 in Review

Arrowroot Family Office reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 1.4% in Q2 2026, selling an estimated $7.16K and leaving 1,749 shares worth $600K. The position accounts for 0.17% of the portfolio, ranked #104.

Arrowroot Family Office first reported a position in MTUM in Q1 2023 and has held it in 13 quarters since. The position peaked at $917K in Q1 2023. 1,210 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

Arrowroot Family Office held 1,749 shares of iShares MSCI USA Momentum Factor ETF worth $600K as of Q2 2026.
Arrowroot Family Office sold 24 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $7.16K.
iShares MSCI USA Momentum Factor ETF made up 0.17% of Arrowroot Family Office's portfolio in Q2 2026, its #104 holding.
Arrowroot Family Office first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2023 and has held it in 13 quarters since.
Arrowroot Family Office's iShares MSCI USA Momentum Factor ETF position peaked at $917K in Q1 2023.
1,210 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Arrowroot Family Office's 13F filing for Q2 2026, filed 6 Aug 2026.