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Ishares Tr Msci Usa Momentum Factor shares owned by First Personal Financial Services

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

Historical chart of First Personal Financial Services 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 First Personal Financial Services 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 First Personal Financial Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $27k 146 187.36
2023-03-31 $7.5k 54 139.06
2022-12-31 $48k 330 145.93
2022-09-30 $43k 330 130.30
2022-06-30 $45k 330 136.36
2022-03-31 $56k 330 169.70

More positions owned by First Personal Financial Services

Accenture Plc Ireland Shs Class A (ACN)
Microsoft Corporation (MSFT)
Waste Management (WM)
Alphabet Cap Stk Cl A (GOOGL)
Nucor Corporation (NUE)
Ishares Tr Core S&p500 Etf (IVV)
Ansys (ANSS)
Thermo Fisher Scientific (TMO)
Procter & Gamble Company (PG)
Deere & Company (DE)
Ishares Tr Core S&p Mcp Etf (IJH)
Proshares Tr S&p 500 Dv Arist (NOBL)
Public Storage (PSA)
American Water Works (AWK)
Ishares Msci Switzerland (EWL)

View all positions for First Personal Financial Services

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