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Ishares Tr Msci Usa Momentum Factor shares owned by Carroll Financial Associates

Quarter-by-quarter ownership of Ishares Tr Msci Usa Momentum Factor (MTUM) shares owned by Carroll Financial Associates from 13F filings

Historical chart of Carroll Financial Associates 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 Carroll Financial Associates 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 Carroll Financial Associates

Quarter filed Position value Share count Share price at filing
2021-12-31 $54M 290k 184.45
2021-09-30 $52M 294k 175.60
2021-06-30 $53M 305k 173.43
2021-03-31 $49M 303k 160.86
2020-12-31 $48M 294k 161.29
2020-09-30 $43M 290k 147.40
2020-06-30 $38M 289k 131.00
2020-03-31 $31M 286k 106.48
2019-12-31 $29M 232k 125.56
2019-09-30 $27M 223k 119.25
2019-06-30 $27M 226k 118.60
2019-03-31 $26M 228k 112.18
2018-12-31 $22M 220k 101.01
2018-09-30 $30M 251k 119.00
2018-06-30 $29M 263k 109.70
2018-03-31 $26M 246k 105.92
2017-12-31 $19M 188k 103.13
2017-09-30 $18M 190k 96.99
2017-06-30 $31M 350k 88.89
2017-03-31 $29M 346k 82.65
2016-12-31 $24M 312k 75.86
2016-09-30 $24M 309k 77.37
2016-06-30 $20M 266k 76.40
2016-03-31 $7.8M 106k 73.10
2015-12-31 $4.7M 64k 73.28
2015-09-30 $3.7M 52k 70.69
2015-06-30 $3.9M 54k 71.44
2015-03-31 $5.5M 79k 70.30
2014-12-31 $5.4M 79k 68.62
2014-09-30 $12M 181k 67.02
2014-06-30 $11M 171k 63.26
2014-03-31 $9.3M 154k 60.34
2013-12-31 $7.3M 121k 60.03
2013-09-30 $2.7M 51k 53.87
2013-06-30 $0 31k 0.00

More positions owned by Carroll Financial Associates

Global X Adaptive U.s. Factor Etf Etf (AUSF)
Ishares Msci Usa Minimum Volatility Etf (USMV)
Knowledge Leaders Developed World Etf Etf (KLDW)
Powershares Ftse Rafi Us 1000 Etf (PRF)
Apple Stock (AAPL)
Ishares Msci Usa Momentum Factor Etf (MTUM)
Microsoft Stock (MSFT)
Ishares Russell 1000 Growth Etf Etf (IWF)
Armor Us Equity Index Etf Etf
Ishares S&p 500 Index Etf (IVV)
Invesco Russell 1000 Dynamic Multifactor Etf Etf (OMFL)
Janus Henderson Aaa Clo Etf Etf (JAAA)
Vanguard Dividend Appreciation Etf Etf (VIG)
Wisdomtree U.s. Quality Dividend Growth Fund Etf (DGRW)
Ark Innovation Etf Etf (ARKK)

View all positions for Carroll Financial Associates

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