Legacy Financial Group (Iowa)
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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
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$4.65M Buy
19,348
+455
+2% +$109K 0.65% 37
2025
Q1 		$3.82M Buy
18,893
+415
+2% +$83.9K 0.59% 33
2024
Q4 		$3.82M Buy
+18,478
New +$3.82M 0.62% 33