Ishares Tr Msci Usa Momentum Factor shares owned by AE Wealth Management
Quarter-by-quarter ownership of Ishares Tr Msci Usa Momentum Factor (MTUM) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in Ishares Tr Msci Usa Momentum Factor
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Quarterly reported holdings in Ishares Tr Msci Usa Momentum Factor by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $27M | 164k | 167.15 |
| 2023-09-30 | $15M | 104k | 139.70 |
| 2023-06-30 | $14M | 96k | 144.25 |
| 2023-03-31 | $20M | 145k | 139.04 |
| 2022-12-31 | $34M | 229k | 145.93 |
| 2022-09-30 | $21M | 161k | 131.18 |
| 2022-06-30 | $31M | 229k | 136.37 |
| 2022-03-31 | $156M | 927k | 168.27 |
| 2021-12-31 | $36M | 197k | 181.82 |
| 2021-09-30 | $95M | 539k | 175.60 |
| 2021-06-30 | $42M | 241k | 173.43 |
| 2021-03-31 | $31M | 194k | 160.86 |
| 2020-12-31 | $66M | 408k | 161.29 |
| 2020-09-30 | $54M | 363k | 147.40 |
| 2020-06-30 | $60M | 460k | 131.00 |
| 2020-03-31 | $13M | 124k | 106.48 |
| 2019-12-31 | $26M | 207k | 125.56 |
| 2019-09-30 | $12M | 102k | 119.25 |
| 2019-06-30 | $9.7M | 82k | 118.60 |
| 2019-03-31 | $2.2M | 19k | 112.16 |
| 2018-12-31 | $425k | 4.2k | 100.16 |
| 2018-09-30 | $956k | 8.0k | 118.96 |
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