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Ishares Tr Msci Usa Momentum Factor shares owned by B&D White Capital Company

Quarter-by-quarter ownership of Ishares Tr Msci Usa Momentum Factor (MTUM) shares owned by B&D White Capital Company from 13F filings

Historical chart of B&D White Capital Company investment in Ishares Tr Msci Usa Momentum Factor

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All positions including Ishares Tr Msci Usa Momentum Factor held by B&D White Capital Company 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 B&D White Capital Company

Quarter filed Position value Share count Share price at filing
2025-09-30 $22M 84k 256.45
2021-03-31 $4.0M 25k 162.89
2020-12-31 $4.0M 25k 161.26

More positions owned by B&D White Capital Company

Amazon (AMZN)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Morningstar Grwt (ILCG)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Rus 1000 Grw Etf (IWF)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Usa Mmentm (MTUM)
American Centy Etf Tr International Lr (AVIV)
Berkshire Hathaway Inc Del Cl A (BRK.A)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Ishares Tr Msci Usa Quality (GARP)

View all positions for B&D White Capital Company

Top funds holding Ishares Tr Msci Usa Momentum Factor

Mercer Global Advisors
Envestnet Asset Management
FMR
Raymond James Financial
LPL Financial
Morgan Stanley
Assetmark
Ameriprise Financial
BlackRock
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