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Ishares Tr Msci Usa Momentum Factor shares owned by Confluence Wealth Services

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

Historical chart of Confluence Wealth Services 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 Confluence Wealth Services 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 Confluence Wealth Services

Quarter filed	Position value	Share count	Share price at filing
2026-06-30	$331k	970	341.23
2025-06-30	$206k	856	240.32
2023-12-31	$561k	3.6k	156.89
2021-12-31	$8.0k	49	163.27

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Vanguard International High Dividend Yield Etf Etf (VYMI)

Capital Group Dividend Growers Etf Etf (CGDG)

Dimensional International Value Etf Etf (DFIV)

Jpmorgan Core Plus Bond Etf Etf (JCPB)

Dimensional U.s. Small Cap Etf Etf (DFAS)

Ishares Core Dividend Growth Etf Etf (DGRO)

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Capital Group International Focus Equity Etf Etf (CGXU)

Ishares Msci Eafe Etf Etf (EFA)

Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)

Apple Stock (AAPL)

View all positions for Confluence Wealth Services

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