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Ishares Tr Msci Usa Momentum Factor shares owned by Betterment

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

Historical chart of Betterment 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 Betterment 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 Betterment

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.9M 18k 156.89
2023-09-30 $2.9M 21k 139.68
2023-06-30 $2.6M 18k 144.24
2023-03-31 $2.2M 16k 139.07
2022-12-31 $1.8M 12k 145.95
2022-09-30 $1.4M 11k 136.36
2022-06-30 $1.4M 11k 136.36
2022-03-31 $1.5M 9.0k 168.25
2021-12-31 $1.3M 7.3k 181.81
2021-09-30 $1.0M 6.0k 175.67
2021-06-30 $454k 2.6k 173.55
2021-03-31 $352k 2.2k 160.80