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Ishares Tr Msci Usa Momentum Factor shares owned by Belpointe Asset Management

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

Historical chart of Belpointe Asset Management 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 Belpointe Asset Management 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 Belpointe Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.1M 8.1k 256.47
2025-06-30 $1.0M 4.3k 240.32
2025-03-31 $685k 3.4k 202.13
2024-12-31 $678k 3.4k 197.37
2024-09-30 $697k 3.4k 202.76
2024-06-30 $679k 3.5k 194.87
2024-03-31 $661k 3.5k 187.35
2023-03-31 $1.1M 7.6k 139.03
2022-12-31 $2.7M 18k 145.93
2022-09-30 $1.9M 14k 131.17
2022-06-30 $1.9M 14k 136.38
2022-03-31 $2.3M 14k 168.20
2021-12-31 $2.5M 14k 181.72
2021-09-30 $2.2M 13k 175.66
2021-06-30 $2.4M 14k 173.42
2021-03-31 $2.5M 16k 160.95
2020-12-31 $2.6M 16k 161.30
2020-09-30 $420k 3.9k 106.57
2020-06-30 $523k 4.0k 131.11
2020-03-31 $420k 3.9k 106.57
2019-12-31 $788k 6.3k 125.56
2019-09-30 $749k 6.3k 119.21
2019-06-30 $542k 4.6k 118.70
2018-12-31 $534k 5.3k 100.17
2018-09-30 $688k 5.8k 119.03
2017-12-31 $430k 4.2k 103.12
2017-09-30 $368k 3.8k 95.71