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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
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

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 $18.9B AUM 27.96% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Legacy Capital Group California's MTUM Position: Q1 2026 in Review

Legacy Capital Group California reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 2.9% in Q1 2026, selling an estimated $9.8K and leaving 1,287 shares worth $309K. The position accounts for 0.12% of the portfolio, ranked #237.

Legacy Capital Group California first reported a position in MTUM in Q2 2025 and has held it in 4 quarters since. The position peaked at $332K in Q4 2025. 1,051 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

  • Legacy Capital Group California held 1,287 shares of iShares MSCI USA Momentum Factor ETF worth $309K as of Q1 2026.
  • Legacy Capital Group California sold 39 iShares MSCI USA Momentum Factor ETF shares in Q1 2026, an estimated $9.8K.
  • iShares MSCI USA Momentum Factor ETF made up 0.12% of Legacy Capital Group California's portfolio in Q1 2026, its #237 holding.
  • Legacy Capital Group California first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2025 and has held it in 4 quarters since.
  • Legacy Capital Group California's iShares MSCI USA Momentum Factor ETF position peaked at $332K in Q4 2025.
  • 1,051 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on Legacy Capital Group California's 13F filing for Q1 2026, filed 4 May 2026.