Ferguson Wellman Capital Management »

Ishares Tr Msci Usa Momentum Factor shares owned by Ferguson Wellman Capital Management

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

Historical chart of Ferguson Wellman Capital Management 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 Ferguson Wellman Capital Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr Msci Usa Momentum Factor by Ferguson Wellman Capital Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $204k 595 342.83

More positions owned by Ferguson Wellman Capital Management

Alphabet Inc Class A cs (GOOGL)
iShares MSCI ACWI ex-US Index Etf (ACWX)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Broadcom (AVGO)
JPMorgan Chase & Co. (JPM)
Cisco Systems (CSCO)
Amazon (AMZN)
iShares Core US Aggregate Bond Etf (AGG)
Abbvie (ABBV)
iShares Core S&P 500 ETF Etf (IVV)
Chevron Corporation (CVX)
iShares Barclays MBS Fixed-Rat Etf (MBB)
State Street Corporation (STT)

View all positions for Ferguson Wellman Capital Management

Top funds holding Ishares Tr Msci Usa Momentum Factor

Envestnet Asset Management
Mercer Global Advisors
FMR
LPL Financial
Raymond James Financial
Morgan Stanley
BlackRock
Ameriprise Financial
State Treasurer State Of Michigan
Ronald Blue Trust
HPM Partners
Bank of America Corporation
CWM
Assetmark
CI Private Wealth

View all funds holding Ishares Tr Msci Usa Momentum Factor