Brophy Wealth Management »

Ishares Tr Msci Usa Momentum Factor shares owned by Brophy Wealth Management

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

Historical chart of Brophy Wealth 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 Brophy Wealth Management 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 Brophy Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.1M 15k 202.76

More positions owned by Brophy Wealth Management

Vanguard World Mega Grwth Ind (MGK)
Vanguard World Mega Cap Val Etf (MGV)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Us Treas Bd Etf (GOVT)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Sm Cp Val Etf (VBR)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Ishares Tr Usd Inv Grde Etf (USIG)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Amazon (AMZN)
Vanguard Index Fds Value Etf (VTV)

View all positions for Brophy Wealth Management

Top funds holding Ishares Tr Msci Usa Momentum Factor

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

View all funds holding Ishares Tr Msci Usa Momentum Factor