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Ishares Tr Msci Usa Momentum Factor shares owned by Accredited Investor Services

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

Historical chart of Accredited Investor 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 Accredited Investor 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 Accredited Investor Services

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$421k	1.6k	256.45
2025-06-30	$395k	1.6k	240.32
2025-03-31	$332k	1.6k	202.13
2024-12-31	$340k	1.6k	206.92

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View all positions for Accredited Investor Services

Top funds holding Ishares Tr Msci Usa Momentum Factor

Mercer Global Advisors

Envestnet Asset Management

FMR

Raymond James Financial

State Treasurer State Of Michigan

HPM Partners

Ronald Blue Trust

Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Wealth Enhancement Advisory Services

Colony

View all funds holding Ishares Tr Msci Usa Momentum Factor

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