Beacon Bridge Wealth Partners »

Ishares Tr Msci Usa Momentum Factor shares owned by Beacon Bridge Wealth Partners

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

Historical chart of Beacon Bridge Wealth Partners 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 Beacon Bridge Wealth Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr Msci Usa Momentum Factor by Beacon Bridge Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.3M 13k 256.46
2025-06-30 $3.0M 12k 240.33
2025-03-31 $2.6M 13k 202.13
2024-12-31 $2.4M 12k 206.92

More positions owned by Beacon Bridge Wealth Partners

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr National Mun Etf (MUB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Mbs Etf (MBB)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Msci Emerg Mrkt (EEMV)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Schwab Strategic Tr Long Term Us (SCHQ)
Ishares Tr Eafe Value Etf (EFV)

View all positions for Beacon Bridge Wealth Partners

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