Ishares Tr Msci Usa Momentum Factor shares owned by UMA Financial Services
Quarter-by-quarter ownership of Ishares Tr Msci Usa Momentum Factor (MTUM) shares owned by UMA Financial Services
from 13F filings
Historical chart of UMA Financial Services investment in Ishares Tr Msci Usa Momentum Factor
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Quarterly reported holdings in Ishares Tr Msci Usa Momentum Factor by UMA Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.4M | 7.9k | 181.67 |
| 2023-12-31 | $1.3M | 7.9k | 165.03 |
| 2023-09-30 | $1.1M | 8.0k | 141.34 |
| 2023-06-30 | $1.2M | 8.0k | 143.75 |
| 2023-03-31 | $1.2M | 8.0k | 142.93 |
| 2022-12-31 | $3.8M | 26k | 144.46 |
| 2022-09-30 | $1.1M | 8.3k | 138.25 |
| 2022-06-30 | $1.2M | 8.1k | 142.38 |
| 2022-03-31 | $1.3M | 8.2k | 154.94 |
| 2021-12-31 | $1.4M | 8.2k | 174.44 |
| 2021-09-30 | $1.5M | 8.2k | 183.98 |
| 2021-06-30 | $3.8M | 22k | 173.24 |
| 2021-03-31 | $3.4M | 21k | 165.74 |
| 2020-12-31 | $4.0M | 23k | 174.84 |
| 2020-09-30 | $1.1M | 8.0k | 142.35 |
| 2020-06-30 | $1.1M | 8.0k | 140.86 |
| 2020-03-31 | $884k | 7.6k | 115.86 |
| 2019-12-31 | $1.1M | 8.6k | 128.76 |
| 2019-09-30 | $1.1M | 8.6k | 123.02 |
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