AFO
MTUM icon

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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Arrowroot Family Office's MTUM Position: Q1 2026 in Review

Arrowroot Family Office increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 0.11% in Q1 2026, buying an estimated $503 and bringing the position to 1,773 shares worth $426K. The position accounts for 0.14% of the portfolio, ranked #107.

Arrowroot Family Office first reported a position in MTUM in Q1 2023 and has held it in 12 quarters since. The position peaked at $917K in Q1 2023. 1,051 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

  • Arrowroot Family Office held 1,773 shares of iShares MSCI USA Momentum Factor ETF worth $426K as of Q1 2026.
  • Arrowroot Family Office bought 2 iShares MSCI USA Momentum Factor ETF shares in Q1 2026, an estimated $503.
  • iShares MSCI USA Momentum Factor ETF made up 0.14% of Arrowroot Family Office's portfolio in Q1 2026, its #107 holding.
  • Arrowroot Family Office first reported a position in iShares MSCI USA Momentum Factor ETF in Q1 2023 and has held it in 12 quarters since.
  • Arrowroot Family Office's iShares MSCI USA Momentum Factor ETF position peaked at $917K in Q1 2023.
  • 1,051 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on Arrowroot Family Office's 13F filing for Q1 2026, filed 14 May 2026.