Ishares Tr Msci Usa Momentum Factor shares owned by Efficient Wealth Management
Quarter-by-quarter ownership of Ishares Tr Msci Usa Momentum Factor (MTUM) shares owned by Efficient Wealth Management
from 13F filings
Historical chart of Efficient Wealth Management investment in Ishares Tr Msci Usa Momentum Factor
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Quarterly reported holdings in Ishares Tr Msci Usa Momentum Factor by Efficient Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $159k | 622 | 255.63 |
| 2025-06-30 | $129k | 538 | 239.78 |
| 2023-06-30 | $32k | 222 | 144.14 |
| 2023-03-31 | $54k | 372 | 145.16 |
| 2022-12-31 | $48k | 372 | 129.03 |
| 2022-09-30 | $49k | 372 | 131.72 |
| 2022-06-30 | $51k | 372 | 137.10 |
| 2022-03-31 | $63k | 372 | 169.35 |
| 2021-12-31 | $68k | 372 | 182.80 |
| 2021-09-30 | $65k | 372 | 174.73 |
| 2021-06-30 | $84k | 484 | 173.55 |
| 2021-03-31 | $126k | 784 | 160.71 |
| 2020-12-31 | $126k | 784 | 160.71 |
| 2020-09-30 | $116k | 784 | 147.96 |
| 2020-06-30 | $108k | 825 | 130.91 |
| 2020-03-31 | $88k | 825 | 106.67 |
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