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Cornerstone Planning Group »

Ishares Tr Msci Usa Momentum Factor shares owned by Cornerstone Planning Group

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

Historical chart of Cornerstone Planning Group investment in Ishares Tr Msci Usa Momentum Factor

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All positions including Ishares Tr Msci Usa Momentum Factor held by Cornerstone Planning Group 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 Cornerstone Planning Group

Quarter filed	Position value	Share count	Share price at filing
2024-03-31	$23k	125	180.10
2023-12-31	$51k	323	156.89
2023-09-30	$59k	424	139.70
2023-06-30	$61k	424	144.25
2022-12-31	$166k	1.2k	142.88

More positions owned by Cornerstone Planning Group

Invesco Qqq Trust Series I Exchange Traded Fund (QQQ)

Vanguard Ftse Developed Markets Etf Exchange Traded Fund (VEA)

Schwab Us Dividend Equity Etf Exchange Traded Fund (SCHD)

Ishares Core S&p Small Cap Etf Exchange Traded Fund (IJR)

Ishares Morningstar Mid-cap Growth Etf Exchange Traded Fund (IMCG)

Vanguard Intermediate-term Bond Etf Exchange Traded Fund (BIV)

Ishares High Yield Systematic Bond Etf Exchange Traded Fund (HYDB)

Victoryshares Short-term Bond Etf Exchange Traded Fund (USTB)

Ishares Convertible Bond Etf Exchange Traded Fund (ICVT)

First Trust Long/short Equity Etf Exchange Traded Fund (FTLS)

First Trust Emerging Markets Small Cap Alphadex Fund Exchange Traded Fund (FEMS)

Vanguard Mid-cap Value Etf Exchange Traded Fund (VOE)

Ishares Residential And Multisector Real Estate Etf Exchange Traded Fund (REZ)

First Trust Materials Alphadex Fund Exchange Traded Fund (FXZ)

Ishares Russell 1000 Growth Etf Exchange Traded Fund (IWF)

View all positions for Cornerstone Planning Group

Top funds holding Ishares Tr Msci Usa Momentum Factor

Mercer Global Advisors

Raymond James & Associates

BlackRock

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

Susquehanna International

CI Private Wealth

LPL Financial

View all funds holding Ishares Tr Msci Usa Momentum Factor

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