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Legacy Edge Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Legacy Edge Advisors’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
-1,120
Closed -$269K – 223
2026
Q1 		$269K Buy
1,120
+208
+23% +$52.3K 0.03% 193
2025
Q4 		$228K Buy
+912
New +$229K 0.03% 208

Other funds holding MTUM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Legacy Edge Advisors's MTUM Position: Q2 2026 in Review

Legacy Edge Advisors sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2026, closing a stake of 1,120 shares — an estimated $269K sold.

Legacy Edge Advisors first reported a position in MTUM in Q4 2025 and held it in 2 quarters. The position peaked at $269K in Q1 2026. 855 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Legacy Edge Advisors reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q2 2026 after selling out during the quarter.
  • Legacy Edge Advisors sold 1,120 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $269K.
  • Legacy Edge Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2025 and held it in 2 quarters.
  • Legacy Edge Advisors's iShares MSCI USA Momentum Factor ETF position peaked at $269K in Q1 2026.
  • 855 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.