Ishares Tr Msci Usa Momentum Factor shares owned by Beacon Financial Advisory
Quarter-by-quarter ownership of Ishares Tr Msci Usa Momentum Factor (MTUM) shares owned by Beacon Financial Advisory
from 13F filings
Historical chart of Beacon Financial Advisory investment in Ishares Tr Msci Usa Momentum Factor
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Quarterly reported holdings in Ishares Tr Msci Usa Momentum Factor by Beacon Financial Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $252k | 1.3k | 187.35 |
| 2023-12-31 | $258k | 1.6k | 156.89 |
| 2023-09-30 | $266k | 1.9k | 139.73 |
| 2023-06-30 | $440k | 3.1k | 144.24 |
| 2023-03-31 | $600k | 4.3k | 139.05 |
| 2022-12-31 | $766k | 5.2k | 145.93 |
| 2022-09-30 | $677k | 5.2k | 131.23 |
| 2022-06-30 | $715k | 5.2k | 136.32 |
| 2022-03-31 | $881k | 5.2k | 168.32 |
| 2021-12-31 | $1.0M | 5.5k | 181.74 |
| 2021-09-30 | $970k | 5.5k | 175.57 |
| 2021-06-30 | $1.1M | 6.4k | 173.38 |
| 2021-03-31 | $961k | 6.0k | 160.81 |
| 2020-12-31 | $867k | 5.4k | 161.27 |
| 2020-09-30 | $640k | 4.3k | 147.40 |
| 2020-06-30 | $494k | 3.8k | 130.83 |
| 2020-03-31 | $440k | 4.1k | 106.43 |
| 2019-12-31 | $506k | 4.0k | 125.43 |
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