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Ishares Tr Msci Usa Momentum Factor shares owned by Legacy Capital Group California

Quarter-by-quarter ownership of Ishares Tr Msci Usa Momentum Factor (MTUM) shares owned by Legacy Capital Group California from 13F filings

Historical chart of Legacy Capital Group California investment in Ishares Tr Msci Usa Momentum Factor

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr Msci Usa Momentum Factor held by Legacy Capital Group California consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr Msci Usa Momentum Factor by Legacy Capital Group California

Quarter filed Position value Share count Share price at filing
2025-12-31 $332k 1.3k 250.31
2025-09-30 $313k 1.2k 256.45
2025-06-30 $233k 970 240.30

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Top funds holding Ishares Tr Msci Usa Momentum Factor

Mercer Global Advisors
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LPL Financial
Assetmark
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Ronald Blue Trust
HPM Partners
CWM
Wealth Enhancement Advisory Services
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Colony

View all funds holding Ishares Tr Msci Usa Momentum Factor