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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
2025-09-30 $234M 911k 256.45
2025-06-30 $216M 900k 240.32
2025-03-31 $185M 917k 202.13
2024-12-31 $194M 935k 206.92
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 $311M 1.8M 173.43
2019-12-31 $163M 1.3M 125.56
2019-09-30 $192M 1.6M 119.25
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)
Spdr Series Trust Portfolio S&p500 (SPLG)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr Series Trust Portfolio Agrgte (SPAB)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 100 Etf (OEF)
Pimco Etf Tr Active Bd Etf (BOND)
Amazon (AMZN)

View all positions for CWM

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