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Ishares Tr Msci Usa Momentum Factor shares owned by Cobblestone Capital Advisors

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

Historical chart of Cobblestone Capital Advisors investment in Ishares Tr Msci Usa Momentum Factor

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All positions including Ishares Tr Msci Usa Momentum Factor held by Cobblestone Capital 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 Cobblestone Capital Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $21M 133k 156.89
2023-09-30 $19M 132k 139.70
2023-06-30 $19M 134k 144.25
2023-03-31 $19M 134k 139.04
2022-12-31 $19M 132k 145.93
2022-09-30 $17M 131k 131.17
2022-06-30 $18M 129k 136.37
2022-03-31 $19M 113k 168.27
2021-12-31 $20M 112k 181.82
2021-09-30 $19M 109k 175.60
2021-06-30 $19M 107k 173.43
2021-03-31 $17M 104k 160.86
2020-12-31 $16M 101k 161.29
2020-09-30 $12M 84k 147.40
2020-06-30 $11M 85k 131.00
2020-03-31 $8.9M 84k 106.48
2019-12-31 $11M 83k 125.56
2019-09-30 $9.6M 81k 119.25
2019-06-30 $16M 135k 118.60
2019-03-31 $15M 134k 112.18
2018-12-31 $14M 134k 100.23
2018-09-30 $18M 149k 119.00
2018-06-30 $17M 150k 109.70
2018-03-31 $15M 138k 105.92
2017-12-31 $14M 132k 103.13
2017-09-30 $12M 128k 95.68
2017-06-30 $12M 134k 88.89
2017-03-31 $10M 124k 82.65
2016-12-31 $10M 134k 75.86
2016-09-30 $10M 129k 77.37
2016-06-30 $9.8M 129k 76.40
2016-03-31 $9.3M 127k 73.10
2015-12-31 $12M 161k 73.29
2015-09-30 $10M 153k 68.21

More positions owned by Cobblestone Capital Advisors

Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Ishares Tr Us Treas Bd Etf (GOVT)
Dimensional Etf Trust World Ex Us Core (DFAX)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Us Value Factr (JVAL)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Index Fds Extend Mkt Etf (VXF)
Visa Com Cl A (V)
Ishares Core Msci Emkt (IEMG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Markel Corporation (MKL)

View all positions for Cobblestone Capital Advisors

Top funds holding Ishares Tr Msci Usa Momentum Factor

Mercer Global Advisors
Raymond James & Associates
Assetmark
State Treasurer State Of Michigan
HPM Partners
Savant Capital Management
Wealth Enhancement Advisory Services
Ronald Blue Trust
Bank of America Corporation
CWM
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
CI Private Wealth
UBS Group
Pnc Financial Services
Symmetry Partner

View all funds holding Ishares Tr Msci Usa Momentum Factor