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

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

Historical chart of Delos 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 Delos 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 Delos Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $496k 2.1k 239.99
2022-12-31 $146 1 146.00
2022-09-30 $0 1 0.00
2022-06-30 $0 1 0.00
2022-03-31 $0 1 0.00
2021-12-31 $9.0k 47 191.49
2021-09-30 $0 1 0.00
2021-06-30 $20k 117 170.94

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View all positions for Delos Wealth Advisors

Top funds holding Ishares Tr Msci Usa Momentum Factor

Envestnet Asset Management
Mercer Global Advisors
FMR
LPL Financial
Raymond James Financial
Morgan Stanley
BlackRock
Ameriprise Financial
State Treasurer State Of Michigan
Ronald Blue Trust
HPM Partners
Assetmark
Bank of America Corporation
CWM
CI Private Wealth

View all funds holding Ishares Tr Msci Usa Momentum Factor