Legacy Financial Group (Iowa)
MTUM icon

Legacy Financial Group (Iowa)’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Legacy Financial Group (Iowa)’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 		$8.68M Sell
25,332
-8,347
-25% -$2.49M 0.98% 26
2026
Q1 		$8.08M Buy
33,679
+1,485
+5% +$373K 1.02% 27
2025
Q4 		$7.95M Buy
32,194
+12,160
+61% +$3.05M 0.98% 26
2025
Q3 		$5.14M Buy
20,034
+686
+4% +$168K 0.67% 36
2025
Q2 		$4.65M Buy
19,348
+455
+2% +$99.3K 0.65% 37
2025
Q1 		$3.82M Buy
18,893
+415
+2% +$88.7K 0.59% 33
2024
Q4 		$3.82M Buy
+18,478
New +$3.87M 0.62% 33

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 22.96% 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 Financial Group (Iowa)'s MTUM Position: Q2 2026 in Review

Legacy Financial Group (Iowa) reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 25% in Q2 2026, selling an estimated $2.49M and leaving 25,332 shares worth $8.68M. The position accounts for 0.98% of the portfolio, ranked #26.

Legacy Financial Group (Iowa) first reported a position in MTUM in Q4 2024 and has held it in 7 quarters since. 1,210 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Legacy Financial Group (Iowa) held 25,332 shares of iShares MSCI USA Momentum Factor ETF worth $8.68M as of Q2 2026.
  • Legacy Financial Group (Iowa) sold 8,347 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $2.49M.
  • iShares MSCI USA Momentum Factor ETF made up 0.98% of Legacy Financial Group (Iowa)'s portfolio in Q2 2026, its #26 holding.
  • Legacy Financial Group (Iowa) first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,210 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q2 2026, filed 5 Aug 2026.