MLA
MTUM icon

My Legacy Advisors’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

My Legacy Advisors’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 		$249K Sell
1,050
-102
-9% -$22.3K 0.09% 192
2025
Q1 		$233K Buy
1,152
+41
+4% +$8.76K 0.09% 196
2024
Q4 		$237K Buy
+1,111
New +$233K 0.09% 190
2023
Q1 		– Sell
-5,318
Closed -$751K – 210
2022
Q4 		$751K Buy
+5,318
New +$772K 0.32% 114

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 $8.74B AUM 14.62% 1-Year Est. Return

My Legacy Advisors's MTUM Position: Q2 2025 in Review

My Legacy Advisors reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 8.9% in Q2 2025, selling an estimated $22.3K and leaving 1,050 shares worth $249K. The position accounts for 0.09% of the portfolio, ranked #192.

My Legacy Advisors first reported a position in MTUM in Q4 2022 and has held it in 4 quarters since. The position peaked at $751K in Q4 2022. 955 funds tracked by Wall St. Rank hold MTUM as of Q2 2025.

  • My Legacy Advisors held 1,050 shares of iShares MSCI USA Momentum Factor ETF worth $249K as of Q2 2025.
  • My Legacy Advisors sold 102 iShares MSCI USA Momentum Factor ETF shares in Q2 2025, an estimated $22.3K.
  • iShares MSCI USA Momentum Factor ETF made up 0.09% of My Legacy Advisors's portfolio in Q2 2025, its #192 holding.
  • My Legacy Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2022 and has held it in 4 quarters since.
  • My Legacy Advisors's iShares MSCI USA Momentum Factor ETF position peaked at $751K in Q4 2022.
  • 955 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.