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Ishares Tr Msci Usa Momentum Factor shares owned by Eq

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

Historical chart of Eq investment in Ishares Tr Msci Usa Momentum Factor

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All positions including Ishares Tr Msci Usa Momentum Factor held by Eq 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 Eq

Quarter filed Position value Share count Share price at filing
2025-09-30 $857k 3.3k 256.45
2025-06-30 $912k 3.8k 240.33
2025-03-31 $5.5M 27k 202.13
2024-12-31 $5.3M 26k 206.92
2024-09-30 $201k 990 202.81
2024-03-31 $233k 1.2k 187.38
2023-09-30 $206k 1.5k 139.71
2023-06-30 $212k 1.5k 144.26
2021-06-30 $362k 2.1k 172.79
2021-03-31 $340k 2.1k 160.76

More positions owned by Eq

Blackrock Etf Trust Ishares Us Equit (DYNF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Core Msci Emkt (IEMG)
Blackrock Etf Trust Ishares Large Ca (BLCV)
Ishares Tr Eafe Value Etf (EFV)
Blackrock Etf Trust Ishares Us Thema (THRO)
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)
Blackrock Etf Trust Ishares A I Inno (BAI)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard World Esg Us Stk Etf (ESGV)
Global X Fds Defense Tech Etf (SHLD)

View all positions for Eq

Top funds holding Ishares Tr Msci Usa Momentum Factor

Mercer Global Advisors
Envestnet Asset Management
FMR
Raymond James Financial
LPL Financial
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
CWM

View all funds holding Ishares Tr Msci Usa Momentum Factor