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Ishares Tr Msci Usa Momentum Factor shares owned by Everpar Advisors

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

Historical chart of Everpar Advisors 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 Everpar Advisors 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 Everpar Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.3M 5.3k 250.32
2025-09-30 $469k 1.8k 256.47
2025-06-30 $424k 1.8k 240.25
2025-03-31 $274k 1.4k 202.06
2024-12-31 $210k 1.0k 206.92
2024-09-30 $204k 1.0k 202.81