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Ishares Tr Msci Usa Momentum Factor shares owned by Core Wealth Advisors

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

Historical chart of Core Wealth Advisors 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 Core Wealth 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 Core Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.8M 15k 250.31

More positions owned by Core Wealth Advisors

J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Core Msci Emkt (IEMG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Mbs Etf (MBB)
Blackrock Etf Trust Ishares A I Inno (BAI)
Blackrock Etf Trust Ishares Us Thema (THRO)
Ishares Tr Msci Usa Mmentm (MTUM)
Hartford Fds Exchange Traded Strategic Income (HFSI)

View all positions for Core Wealth Advisors

Top funds holding Ishares Tr Msci Usa Momentum Factor

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

View all funds holding Ishares Tr Msci Usa Momentum Factor