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Family Legacy Financial Solutions’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Family Legacy Financial Solutions’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
2025
Q4 		– Sell
-100
Closed -$25.6K – 161
2025
Q3 		$25.6K Hold
100
– – 0.02% 123
2025
Q2 		$24K Buy
+100
New +$21.8K 0.02% 116

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
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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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Family Legacy Financial Solutions's MTUM Position: Q4 2025 in Review

Family Legacy Financial Solutions sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q4 2025, closing a stake of 100 shares — an estimated $25.6K sold.

Family Legacy Financial Solutions first reported a position in MTUM in Q2 2025 and held it in 2 quarters. The position peaked at $25.6K in Q3 2025. 1,049 funds tracked by Wall St. Rank hold MTUM as of Q4 2025.

  • Family Legacy Financial Solutions reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q4 2025 after selling out during the quarter.
  • Family Legacy Financial Solutions sold 100 iShares MSCI USA Momentum Factor ETF shares in Q4 2025, an estimated $25.6K.
  • Family Legacy Financial Solutions first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2025 and held it in 2 quarters.
  • Family Legacy Financial Solutions's iShares MSCI USA Momentum Factor ETF position peaked at $25.6K in Q3 2025.
  • 1,049 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q4 2025.

Based on Family Legacy Financial Solutions's 13F filing for Q4 2025, filed 20 Jan 2026.