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Ishares Tr Msci Usa Momentum Factor shares owned by Financial Advocates Investment Management

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

Historical chart of Financial Advocates Investment 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 Financial Advocates Investment Management 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 Financial Advocates Investment Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.0M 16k 119.43
2024-06-30 $9.9M 25k 398.39
2024-03-31 $2.0M 11k 171.58
2023-12-31 $1.7M 11k 152.45
2023-09-30 $4.5M 32k 139.66
2023-06-30 $4.9M 34k 142.77
2023-03-31 $4.9M 36k 137.70
2022-12-31 $5.3M 37k 144.10
2022-09-30 $5.5M 42k 131.17
2022-06-30 $5.5M 41k 136.36
2022-03-31 $7.2M 43k 168.28
2021-12-31 $5.6M 31k 181.80
2021-09-30 $7.4M 42k 175.61
2021-06-30 $6.4M 37k 173.43
2021-03-31 $7.3M 46k 160.71
2020-12-31 $5.9M 35k 168.38
2020-09-30 $2.0M 14k 146.61
2020-06-30 $1.6M 12k 130.63
2020-03-31 $4.8M 45k 106.48
2019-12-31 $2.6M 21k 125.61
2019-09-30 $11M 95k 119.25
2019-06-30 $2.6M 22k 118.63
2019-03-31 $2.4M 21k 112.18
2018-12-31 $1.7M 50k 34.61
2018-09-30 $6.4M 61k 106.03
2018-06-30 $6.1M 56k 110.13
2018-03-31 $5.3M 50k 105.92
2017-12-31 $3.9M 38k 103.12

More positions owned by Financial Advocates Investment Management

Apple Put Option (AAPL)
NVIDIA Corporation Put Option (NVDA)
Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY)
Microsoft Corporation Call Option (MSFT)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Msci Eafe (IEFA)
Amazon Put Option (AMZN)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Core S&p Us Gwt Call Option (IUSG)
Spdr Ser Tr S&p Metals Mng (XME)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for Financial Advocates Investment Management

Top funds holding Ishares Tr Msci Usa Momentum Factor

Envestnet Asset Management
Mercer Global Advisors
Raymond James & Associates
Assetmark
BlackRock
Morgan Stanley
State Treasurer State Of Michigan
Bank of America Corporation
Ronald Blue Trust
HPM Partners
Wealth Enhancement Advisory Services
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
BlackRock
Savant Capital Management
CI Private Wealth

View all funds holding Ishares Tr Msci Usa Momentum Factor