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Ishares Tr Msci Usa Momentum Factor shares owned by CI Private Wealth

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

Historical chart of CI Private Wealth 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 CI Private Wealth 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 CI Private Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $135M 666k 202.76
2024-06-30 $129M 659k 194.87
2024-03-31 $123M 656k 187.35
2023-12-31 $103M 656k 156.89
2023-09-30 $91M 653k 139.70
2023-06-30 $92M 639k 144.25
2023-03-31 $88M 632k 139.04
2022-12-31 $91M 620k 145.93

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View all positions for CI Private Wealth

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