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

Tanglewood 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
2026
Q1 		$39.6K Hold
165
– – 0.01% 171
2025
Q4 		$41.3K Hold
165
– – 0.02% 175
2025
Q3 		$42.3K Hold
165
– – 0.02% 177
2025
Q2 		$39.7K Sell
165
-120
-42% -$26.2K 0.02% 185
2025
Q1 		$57.6K Sell
285
-22
-7% -$4.7K 0.03% 166
2024
Q4 		$63.5K Sell
307
-50
-14% -$10.5K 0.03% 156
2024
Q3 		$72.4K Hold
357
– – 0.03% 139
2024
Q2 		$69.6K Sell
357
-80
-18% -$14.9K 0.03% 138
2024
Q1 		$81.9K Hold
437
– – 0.04% 134
2023
Q4 		$68.6K Hold
437
– – 0.04% 131
2023
Q3 		$61K Sell
437
-270
-38% -$39K 0.04% 142
2023
Q2 		$102K Sell
707
-150
-18% -$21.1K 0.06% 114
2023
Q1 		$119K Hold
857
– – 0.08% 94
2022
Q4 		$125K Buy
+857
New +$124K 0.09% 79

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

Tanglewood Legacy Advisors's MTUM Position: Q1 2026 in Review

Tanglewood Legacy Advisors held its iShares MSCI USA Momentum Factor ETF (MTUM) position steady in Q1 2026 at 165 shares worth $39.6K. The position accounts for 0.01% of the portfolio, ranked #171.

Tanglewood Legacy Advisors first reported a position in MTUM in Q4 2022 and has held it in 14 quarters since. The position peaked at $125K in Q4 2022. 1,051 funds tracked by Wall St. Rank hold MTUM as of Q1 2026.

  • Tanglewood Legacy Advisors held 165 shares of iShares MSCI USA Momentum Factor ETF worth $39.6K as of Q1 2026.
  • Tanglewood Legacy Advisors left its iShares MSCI USA Momentum Factor ETF share count unchanged in Q1 2026.
  • iShares MSCI USA Momentum Factor ETF made up 0.01% of Tanglewood Legacy Advisors's portfolio in Q1 2026, its #171 holding.
  • Tanglewood Legacy Advisors first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2022 and has held it in 14 quarters since.
  • Tanglewood Legacy Advisors's iShares MSCI USA Momentum Factor ETF position peaked at $125K in Q4 2022.
  • 1,051 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.