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Ishares Tr Msci Usa Momentum Factor shares owned by American Economic Planning

Quarter-by-quarter ownership of Ishares Tr Msci Usa Momentum Factor (MTUM) shares owned by American Economic Planning from 13F filings

Historical chart of American Economic Planning investment in Ishares Tr Msci Usa Momentum Factor

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All positions including Ishares Tr Msci Usa Momentum Factor held by American Economic Planning 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 American Economic Planning

Quarter filed Position value Share count Share price at filing
2019-09-30 $2.8M 24k 119.79
2019-06-30 $2.7M 23k 118.59
2019-03-31 $2.5M 23k 112.20
2018-12-31 $2.0M 20k 100.25
2018-09-30 $2.6M 22k 118.98
2018-06-30 $1.6M 15k 109.72
2018-03-31 $1.6M 15k 105.95

More positions owned by American Economic Planning

Vanguard Total Stock Market ETF (VTI)
Schwab Strategic Tr us dividend eq (SCHD)
Schwab Strategic Tr intrm trm (SCHR)
J P Morgan Exchange Traded F ultra shrt (JPST)
Ishares Tr fctsl msci int (INTF)
Invesco S&p 500 Low Volatility Etf (SPLV)
Schwab Strategic Tr sht tm us tres (SCHO)
iShares S&P Moderate Allocation Fund ETF (AOM)
Spdr Index Shs Fds eafe qual mix (QEFA)
Ishares Msci Usa Quality Facto invalid (QUAL)
Vanguard Total Bond Market ETF (BND)
Vanguard Dividend Appreciation ETF (VIG)
Itm - Vaneck Vectors Amt Free Int Muni (ITM)
Goldman Sachs Etf Tr (GSLC)
Ishares Tr Msci Usa Momentum Factor (MTUM)

View all positions for American Economic Planning

Top funds holding Ishares Tr Msci Usa Momentum Factor

Mercer Global Advisors
Raymond James & Associates
Assetmark
State Treasurer State Of Michigan
Ronald Blue Trust
Savant Capital Management
HPM Partners
Wealth Enhancement Advisory Services
Bank of America Corporation
CWM
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
CI Private Wealth
UBS Group
Pnc Financial Services
Symmetry Partner

View all funds holding Ishares Tr Msci Usa Momentum Factor