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Ishares Tr Msci Usa Momentum Factor shares owned by CWM

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

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

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

Quarter filed Position value Share count Share price at filing
2024-09-30 $100M 492k 202.76
2024-06-30 $100M 512k 194.87
2024-03-31 $157M 836k 187.35
2023-12-31 $178M 1.1M 156.89
2023-09-30 $145M 1.0M 139.70
2023-06-30 $152M 1.1M 144.25
2023-03-31 $177M 1.3M 139.04
2022-12-31 $261M 1.8M 145.93
2022-09-30 $166M 1.3M 131.18
2022-06-30 $175M 1.3M 136.37
2022-03-31 $235M 1.4M 168.27
2021-12-31 $236M 1.3M 181.82
2021-06-30 $311M 1.8M 173.43
2021-03-31 $311M 1.8M 173.43
2020-12-31 $311M 1.8M 173.43
2020-09-30 $311M 1.8M 173.43
2020-06-30 $311M 1.8M 173.43
2020-03-31 $127M 1.2M 106.48
2019-12-31 $311M 1.8M 173.43
2019-09-30 $311M 1.8M 173.43
2019-06-30 $166M 1.4M 118.60
2019-03-31 $153M 1.4M 112.18
2018-12-31 $150M 1.5M 100.23
2018-09-30 $136M 1.1M 119.00
2018-06-30 $91M 831k 109.70
2018-03-31 $41M 387k 105.92
2017-12-31 $20M 196k 103.13
2017-09-30 $11M 116k 95.68
2017-06-30 $75k 848 88.44
2017-03-31 $21k 260 80.77
2016-12-31 $4.1M 54k 75.86
2016-09-30 $5.0M 65k 77.38
2016-06-30 $4.2M 55k 76.40
2016-03-31 $2.2M 30k 73.09
2015-12-31 $220k 3.0k 73.21

More positions owned by CWM

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Apple (AAPL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Microsoft Corporation (MSFT)
Ishares Tr Eafe Value Etf (EFV)
Pimco Etf Tr Active Bd Etf (BOND)
Spdr Ser Tr Portfolio S&p400 (SPMD)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for CWM

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