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 Q2	$1.47M	Buy	4,293 +3,801	+773%	+$1.13M	0.61%	41
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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 Wealth Management (Idaho)'s MTUM Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 773% in Q2 2026, buying an estimated $1.13M and bringing the position to 4,293 shares worth $1.47M. The position accounts for 0.61% of the portfolio, ranked #41.

Legacy Wealth Management (Idaho) first reported a position in MTUM in Q3 2024 and has held it in 8 quarters since. 1,211 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

Legacy Wealth Management (Idaho) held 4,293 shares of iShares MSCI USA Momentum Factor ETF worth $1.47M as of Q2 2026.
Legacy Wealth Management (Idaho) bought 3,801 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $1.13M.
iShares MSCI USA Momentum Factor ETF made up 0.61% of Legacy Wealth Management (Idaho)'s portfolio in Q2 2026, its #41 holding.
Legacy Wealth Management (Idaho) first reported a position in iShares MSCI USA Momentum Factor ETF in Q3 2024 and has held it in 8 quarters since.
1,211 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.