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Ishares Tr Msci Usa Momentum Factor shares owned by Creative Financial Designs

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

Historical chart of Creative Financial Designs 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 Creative Financial Designs 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 Creative Financial Designs

Quarter filed Position value Share count Share price at filing
2024-03-31 $713k 3.8k 187.33
2023-12-31 $562k 3.6k 156.88
2023-09-30 $684k 4.9k 139.71
2023-06-30 $710k 4.9k 144.24
2023-03-31 $818k 5.9k 139.05
2022-12-31 $843k 5.8k 145.93
2022-09-30 $852k 6.5k 131.20
2022-06-30 $952k 7.0k 136.33
2022-03-31 $1.4M 8.5k 168.28
2021-12-31 $1.8M 9.9k 181.90
2021-09-30 $1.9M 11k 175.56
2021-06-30 $2.3M 13k 173.42
2021-03-31 $2.2M 14k 160.86
2020-12-31 $2.2M 13k 161.30
2020-09-30 $3.8M 26k 147.42
2020-06-30 $8.7M 67k 131.00
2020-03-31 $6.6M 62k 106.48
2019-12-31 $8.8M 70k 125.98
2019-09-30 $6.3M 55k 115.87
2019-06-30 $6.0M 49k 120.84
2019-03-31 $5.5M 49k 112.18
2018-12-31 $2.6M 26k 100.23
2018-09-30 $3.1M 26k 119.01
2018-06-30 $1.5M 14k 109.71
2018-03-31 $1.1M 9.9k 105.85
2017-12-31 $1.2M 11k 103.16
2017-09-30 $1.3M 14k 95.65
2017-06-30 $1.2M 13k 88.92
2017-03-31 $986k 12k 82.64
2016-12-31 $141k 1.9k 75.97

More positions owned by Creative Financial Designs

Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Vanguard Russell 1000 Growth Etf Etf (VONG)
Fidelity Total Bond Etf Etf (FBND)
Spdr Portfolio Short Term Treasury Etf Etf (SPTS)
Vanguard Value Etf Etf (VTV)
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH)
Inspire Momentum Etf Etf (GLRY)
Ishares Morningstar Mid-cap Growth Etf Etf (IMCG)
Vanguard Short-term Treasury Etf Etf (VGSH)
Apple Stock (AAPL)
Ishares 0-5 Year Investment Grade Corporate Bond Etf Etf (SLQD)
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Ishares Msci Eafe Growth Etf Etf (EFG)
Amazon Stock (AMZN)
Vanguard Intermediate-term Treasury Etf Etf (VGIT)

View all positions for Creative Financial Designs

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