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Ishares Tr Msci Usa Momentum Factor shares owned by Beacon Pointe Advisors

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

Historical chart of Beacon Pointe Advisors 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 Pointe 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 Beacon Pointe Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $8.8M 56k 156.88
2023-09-30 $9.4M 67k 139.70
2023-06-30 $9.5M 66k 144.25
2023-03-31 $9.4M 68k 139.04
2022-12-31 $10M 69k 145.93
2022-09-30 $8.2M 63k 131.22
2022-06-30 $8.4M 61k 136.40
2022-03-31 $13M 80k 168.27
2021-12-31 $3.7M 21k 181.84
2021-09-30 $3.4M 19k 175.62
2021-06-30 $2.8M 16k 173.40
2021-03-31 $2.1M 13k 160.76
2020-12-31 $2.1M 13k 160.96
2020-09-30 $1.8M 12k 147.43
2020-06-30 $1.4M 11k 130.91
2020-03-31 $221k 2.1k 104.91