Ishares Tr Msci Usa Momentum Factor shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Quarter-by-quarter ownership of Ishares Tr Msci Usa Momentum Factor (MTUM) shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management
from 13F filings
Historical chart of Empirical Financial Services, LLC d/b/a Empirical 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 Empirical Financial Services, LLC d/b/a Empirical Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $206M | 996k | 206.92 |
| 2024-09-30 | $195M | 961k | 202.76 |
| 2024-06-30 | $162M | 830k | 194.87 |
| 2024-03-31 | $154M | 821k | 187.35 |
| 2023-12-31 | $129M | 820k | 156.89 |
| 2023-09-30 | $110M | 786k | 139.70 |
| 2023-06-30 | $109M | 755k | 144.25 |
| 2023-03-31 | $98M | 702k | 139.04 |
| 2022-12-31 | $93M | 636k | 145.93 |
| 2022-09-30 | $72M | 549k | 131.17 |
| 2022-06-30 | $62M | 455k | 136.37 |
| 2022-03-31 | $64M | 383k | 168.27 |
| 2021-12-31 | $30M | 167k | 181.82 |
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