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	$386K	Buy	1,126 +6	+0.5%	+$1.79K	0.04%	163
2026 Q1	$269K	Buy	1,120 +208	+23%	+$52.3K	0.03%	193
2025 Q4	$228K	Sell	912 -1	-0.1%	-$251	0.03%	208
2025 Q3	$234K	Buy	+913	New	+$224K	0.03%	191
2025 Q1	–	Sell	-1,025	Closed	-$213K	–	184
2024 Q4	$213K	Buy	+1,025	New	+$215K	0.03%	172

Other funds holding MTUM

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 Edge Advisors's MTUM Position: Q2 2026 in Review

Legacy Edge Advisors increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 0.54% in Q2 2026, buying an estimated $1.79K and bringing the position to 1,126 shares worth $386K. The position accounts for 0.04% of the portfolio, ranked #163.

Legacy Edge Advisors first reported a position in MTUM in Q4 2024 and has held it in 5 quarters since. 1,211 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

Legacy Edge Advisors held 1,126 shares of iShares MSCI USA Momentum Factor ETF worth $386K as of Q2 2026.
Legacy Edge Advisors bought 6 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $1.79K.
iShares MSCI USA Momentum Factor ETF made up 0.04% of Legacy Edge Advisors's portfolio in Q2 2026, its #163 holding.
Legacy Edge Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2024 and has held it in 5 quarters since.
1,211 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.