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Ishares Tr Msci Usa Momentum Factor shares owned by Blake Schutter Theil Wealth Advisors

Quarter-by-quarter ownership of Ishares Tr Msci Usa Momentum Factor (MTUM) shares owned by Blake Schutter Theil Wealth Advisors from 13F filings

Historical chart of Blake Schutter Theil Wealth Advisors investment in Ishares Tr Msci Usa Momentum Factor

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All positions including Ishares Tr Msci Usa Momentum Factor held by Blake Schutter Theil Wealth 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 Blake Schutter Theil Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.7M 8.2k 202.76

More positions owned by Blake Schutter Theil Wealth Advisors

Schwab Strategic Tr 1000 Index Etf (SCHK)
Apple (AAPL)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Ishares Tr Core S&p Mcp Etf (IJH)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Msci Usa Qlt Fct (QUAL)
JPMorgan Chase & Co. (JPM)
Ishares Tr Msci Usa Min Vol (USMV)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Msci Usa Mmentm (MTUM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Oracle Corporation (ORCL)

View all positions for Blake Schutter Theil Wealth Advisors

Top funds holding Ishares Tr Msci Usa Momentum Factor

Envestnet Asset Management
Mercer Global Advisors
Raymond James & Associates
Bank of America Corporation
Assetmark
BlackRock
Morgan Stanley
State Treasurer State Of Michigan
Ronald Blue Trust
Savant Capital Management
Jpmorgan Chase & Co
HPM Partners
Wealth Enhancement Advisory Services
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
CI Private Wealth

View all funds holding Ishares Tr Msci Usa Momentum Factor