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Ishares Tr Msci Usa Momentum Factor shares owned by Colony

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

Historical chart of Colony investment in Ishares Tr Msci Usa Momentum Factor

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All positions including Ishares Tr Msci Usa Momentum Factor held by Colony 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 Colony

Quarter filed Position value Share count Share price at filing
2025-09-30 $238M 927k 256.45
2025-06-30 $7.3M 31k 240.32
2025-03-31 $972k 4.8k 202.16
2024-12-31 $1.1M 5.3k 207.00
2024-09-30 $749k 3.7k 202.77

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View all positions for Colony

Top funds holding Ishares Tr Msci Usa Momentum Factor

Mercer Global Advisors
Envestnet Asset Management
FMR
Raymond James Financial
LPL Financial
Morgan Stanley
Assetmark
Ameriprise Financial
BlackRock
State Treasurer State Of Michigan
HPM Partners
Ronald Blue Trust
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Wealth Enhancement Advisory Services
Colony

View all funds holding Ishares Tr Msci Usa Momentum Factor