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Ishares Tr Msci Usa Momentum Factor shares owned by Aspiriant

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

Historical chart of Aspiriant 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 Aspiriant 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 Aspiriant

Quarter filed Position value Share count Share price at filing
2026-09-30 $252k 793 317.34
2021-12-31 $230k 1.3k 181.82
2021-09-30 $222k 1.3k 175.49
2021-06-30 $219k 1.3k 173.12
2021-03-31 $325k 2.0k 160.89
2020-12-31 $326k 2.0k 161.39
2020-09-30 $298k 2.0k 147.52

More positions owned by Aspiriant

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Us Vlu (IUSV)
Vanguard Index Fds MRNGSTR SML CP V (VBR)
Ishares Msci Gbl Min Vol (ACWV)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Rus 1000 Etf (IWB)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds MRNGSTR TTL STK (VTI)

View all positions for Aspiriant

Top funds holding Ishares Tr Msci Usa Momentum Factor

Mercer Global Advisors
Envestnet Asset Management
FMR
LPL Financial
Raymond James Financial
Encompass Capital Advisors
Ameriprise Financial
Bank of America Corporation
State Treasurer State Of Michigan
BlackRock
Ronald Blue Trust
HPM Partners
Wells Fargo & Company
Jpmorgan Chase & Co
Picton Mahoney Asset Management

View all funds holding Ishares Tr Msci Usa Momentum Factor