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Legacy Investment Solutions’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Legacy Investment Solutions’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
2025
Q2 		$24.3K Buy
+101
New +$22K 0.01% 221
2024
Q4 		$22.7K Hold
101
– – 0.01% 202
2024
Q3 		$21.4K Buy
+101
New +$19.6K 0.01% 213

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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Legacy Investment Solutions's MTUM Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2025: 101 shares worth $24.3K. The stake represents 0.01% of the portfolio and ranks #221 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in MTUM as recently as Q4 2024.

Legacy Investment Solutions first reported a position in MTUM in Q3 2024 and has held it in 3 quarters since. 955 funds tracked by Wall St. Rank hold MTUM as of Q2 2025.

  • Legacy Investment Solutions held 101 shares of iShares MSCI USA Momentum Factor ETF worth $24.3K as of Q2 2025.
  • iShares MSCI USA Momentum Factor ETF was a new Legacy Investment Solutions position in Q2 2025.
  • iShares MSCI USA Momentum Factor ETF made up 0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #221 holding.
  • Legacy Investment Solutions first reported a position in iShares MSCI USA Momentum Factor ETF in Q3 2024 and has held it in 3 quarters since.
  • 955 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.