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Ishares Tr Msci Usa Momentum Factor shares owned by ERn Financial

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

Historical chart of ERn Financial 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 ERn Financial 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 ERn Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $908k 4.8k 187.35
2023-12-31 $793k 4.9k 161.11
2023-09-30 $709k 5.1k 139.70
2023-06-30 $1.5M 10k 144.25
2023-03-31 $1.5M 11k 139.04
2022-12-31 $1.7M 12k 145.93
2022-09-30 $1.5M 12k 131.18
2022-06-30 $1.6M 12k 136.41
2022-03-31 $2.8M 17k 168.25
2021-12-31 $3.1M 17k 181.81
2021-09-30 $3.0M 17k 175.58
2021-06-30 $3.2M 19k 173.42
2021-03-31 $3.2M 20k 160.86
2020-12-31 $3.6M 22k 161.31
2020-09-30 $7.2M 49k 147.41
2020-06-30 $6.2M 48k 131.00
2020-03-31 $5.8M 55k 106.48
2019-12-31 $6.5M 52k 125.55
2019-09-30 $6.2M 52k 119.25
2019-06-30 $5.7M 48k 118.60
2019-03-31 $5.2M 46k 111.40
2018-12-31 $2.1M 21k 100.25

More positions owned by ERn Financial

Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)
John Hancock Exchange Traded Multifactor Mi (JHMM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for ERn Financial

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