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Fairvoy Private Wealth »

Ishares Tr Msci Usa Momentum Factor shares owned by Fairvoy Private Wealth

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

Historical chart of Fairvoy Private Wealth investment in Ishares Tr Msci Usa Momentum Factor

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All positions including Ishares Tr Msci Usa Momentum Factor held by Fairvoy Private 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 Fairvoy Private Wealth

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$5.4M	21k	256.45
2025-06-30	$4.2M	18k	240.31
2025-03-31	$3.4M	17k	202.13
2024-12-31	$453k	2.2k	206.92

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Southern Company (SO)

Microsoft Corporation (MSFT)

Genuine Parts Company (GPC)

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View all positions for Fairvoy Private Wealth

Top funds holding Ishares Tr Msci Usa Momentum Factor

Mercer Global Advisors

Envestnet Asset Management

Raymond James Financial

Ameriprise Financial

State Treasurer State Of Michigan

Ronald Blue Trust

Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Wealth Enhancement Advisory Services

View all funds holding Ishares Tr Msci Usa Momentum Factor

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