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Legacy Wealth Management (Idaho)’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Legacy Wealth Management (Idaho)’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
Q1 		$118K Sell
492
-7
-1% -$1.76K 0.06% 160
2025
Q4 		$125K Buy
499
+398
+394% +$99.9K 0.06% 132
2025
Q3 		$25.9K Hold
101
– – 0.01% 242
2025
Q2 		$24.3K Hold
101
– – 0.01% 221
2025
Q1 		$20.4K Hold
101
– – 0.01% 246
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
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
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s MTUM Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 1.4% in Q1 2026, selling an estimated $1.76K and leaving 492 shares worth $118K. The position accounts for 0.06% of the portfolio, ranked #160.

Legacy Wealth Management (Idaho) first reported a position in MTUM in Q3 2024 and has held it in 7 quarters since. The position peaked at $125K in Q4 2025. 1,051 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 492 shares of iShares MSCI USA Momentum Factor ETF worth $118K as of Q1 2026.
  • Legacy Wealth Management (Idaho) sold 7 iShares MSCI USA Momentum Factor ETF shares in Q1 2026, an estimated $1.76K.
  • iShares MSCI USA Momentum Factor ETF made up 0.06% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #160 holding.
  • Legacy Wealth Management (Idaho) first reported a position in iShares MSCI USA Momentum Factor ETF in Q3 2024 and has held it in 7 quarters since.
  • Legacy Wealth Management (Idaho)'s iShares MSCI USA Momentum Factor ETF position peaked at $125K in Q4 2025.
  • 1,051 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.