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Legacy Capital Group California’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Legacy Capital Group California’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 		– Sell
-1,287
Closed -$309K – 320
2026
Q1 		$309K Sell
1,287
-39
-3% -$9.8K 0.12% 237
2025
Q4 		$332K Buy
1,326
+104
+9% +$26.1K 0.08% 280
2025
Q3 		$313K Buy
1,222
+252
+26% +$61.7K 0.08% 282
2025
Q2 		$233K Buy
+970
New +$212K 0.06% 306

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 22.9% 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

Legacy Capital Group California's MTUM Position: Q2 2026 in Review

Legacy Capital Group California sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2026, closing a stake of 1,287 shares — an estimated $309K sold.

Legacy Capital Group California first reported a position in MTUM in Q2 2025 and held it in 4 quarters. The position peaked at $332K in Q4 2025. 1,211 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Legacy Capital Group California reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q2 2026 after selling out during the quarter.
  • Legacy Capital Group California sold 1,287 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $309K.
  • Legacy Capital Group California first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2025 and held it in 4 quarters.
  • Legacy Capital Group California's iShares MSCI USA Momentum Factor ETF position peaked at $332K in Q4 2025.
  • 1,211 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Legacy Capital Group California's 13F filing for Q2 2026, filed 29 Jul 2026.