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

Legacy Solutions LLC’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 Q3	$610K	Hold	7,688	–	–	0.47%	38
2026 Q2	$659K	Hold	7,688	–	–	0.53%	36
2026 Q1	$461K	Hold	7,688	–	–	0.43%	38
2025 Q4	$481K	Hold	7,688	–	–	0.42%	40
2025 Q3	$493K	Hold	7,688	–	–	0.44%	36
2025 Q2	$462K	Hold	7,688	–	–	0.44%	37
2025 Q1	$388K	Hold	7,688	–	–	0.43%	37
2024 Q4	$398K	Buy	+7,688	New	+$403K	0.43%	38

Other funds holding MTUM

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Legacy Solutions LLC's MTUM Position: Q3 2026 in Review

Legacy Solutions LLC held its iShares MSCI USA Momentum Factor ETF (MTUM) position steady in Q3 2026 at 7,688 shares worth $610K. The position accounts for 0.47% of the portfolio, ranked #38.

Legacy Solutions LLC first reported a position in MTUM in Q4 2024 and has held it in 8 quarters since. The position peaked at $659K in Q2 2026. 756 funds tracked by Wall St. Rank hold MTUM as of Q3 2026.

Legacy Solutions LLC held 7,688 shares of iShares MSCI USA Momentum Factor ETF worth $610K as of Q3 2026.
Legacy Solutions LLC left its iShares MSCI USA Momentum Factor ETF share count unchanged in Q3 2026.
iShares MSCI USA Momentum Factor ETF made up 0.47% of Legacy Solutions LLC's portfolio in Q3 2026, its #38 holding.
Legacy Solutions LLC first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2024 and has held it in 8 quarters since.
Legacy Solutions LLC's iShares MSCI USA Momentum Factor ETF position peaked at $659K in Q2 2026.
756 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2026.

Based on Legacy Solutions LLC's 13F filing for Q3 2026, filed 7 Oct 2026.