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Ishares Tr Msci Usa Momentum Factor shares owned by Element Wealth

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

Historical chart of Element Wealth 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 Element Wealth 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 Element Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $32k 201 157.25
2023-09-30 $28k 201 139.91
2023-06-30 $23k 162 144.52
2023-03-31 $12k 88 139.33
2022-12-31 $13k 88 145.93
2019-12-31 $2.0k 17 117.65

More positions owned by Element Wealth

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr TRS FLT RT BD (TFLO)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Eafe (IEFA)
Pimco Access Income Fund Shs Benfin Int (PAXS)
Pimco Dynamic Income Oprnts Com Ben Shs (PDO)
Ishares Tr Core S&p Ttl Stk (ITOT)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Hartford Fds Exchange Traded Schrdrs Tax Bd (HTAB)
Ishares Core Msci Emkt (IEMG)

View all positions for Element Wealth

Top funds holding Ishares Tr Msci Usa Momentum Factor

Mercer Global Advisors
Raymond James & Associates
Assetmark
State Treasurer State Of Michigan
HPM Partners
Savant Capital Management
Wealth Enhancement Advisory Services
Ronald Blue Trust
Bank of America Corporation
CWM
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
CI Private Wealth
UBS Group
Pnc Financial Services
Symmetry Partner

View all funds holding Ishares Tr Msci Usa Momentum Factor