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Ishares Tr Msci Usa Momentum Factor shares owned by Archvest Wealth Advisors

Quarter-by-quarter ownership of Ishares Tr Msci Usa Momentum Factor (MTUM) shares owned by Archvest Wealth Advisors from 13F filings

Historical chart of Archvest Wealth Advisors investment in Ishares Tr Msci Usa Momentum Factor

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All positions including Ishares Tr Msci Usa Momentum Factor held by Archvest Wealth Advisors 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 Archvest Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.1M 10k 202.75
2024-06-30 $1.6M 8.3k 195.20
2024-03-31 $738k 3.9k 187.55

More positions owned by Archvest Wealth Advisors

Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Vanguard Index Fds Real Estate Etf (VNQ)
Apple (AAPL)
Vanguard Tax-manatged Intl Ftse Dev Mkt Etf (VEA)
Vanguard Whitehall Fds Em Mc Gov Bd Etf (VWOB)
Ishares Tr Core S&p 500 Etf (IVV)
Ishares Tr Aggres Alloc Etf (AOA)
Ishares Tr Conser Alloc Etf (AOK)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Msci Usa Mmentm (MTUM)
Microsoft Corporation (MSFT)
Eli Lilly & Co. (LLY)
Vanguard Index Fds Value Etf (VTV)

View all positions for Archvest Wealth Advisors

Top funds holding Ishares Tr Msci Usa Momentum Factor

Envestnet Asset Management
Mercer Global Advisors
Raymond James & Associates
Assetmark
BlackRock
Morgan Stanley
State Treasurer State Of Michigan
Bank of America Corporation
Ronald Blue Trust
HPM Partners
Wealth Enhancement Advisory Services
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
BlackRock
Savant Capital Management
CI Private Wealth

View all funds holding Ishares Tr Msci Usa Momentum Factor