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Forthright Family Wealth Advisory »

Ishares Tr Msci Usa Momentum Factor shares owned by Forthright Family Wealth Advisory

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

Historical chart of Forthright Family Wealth Advisory 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 Forthright Family Wealth Advisory 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 Forthright Family Wealth Advisory

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$3.0M	12k	256.45
2025-06-30	$2.7M	11k	240.32
2025-03-31	$2.4M	12k	202.13
2024-12-31	$2.7M	13k	206.92

More positions owned by Forthright Family Wealth Advisory

Spdr Series Trust Portfolio S&p500 (SPLG)

Blackrock Etf Trust Ii Ishares Total Re (BRTR)

Ishares Tr S&p 500 Grwt Etf (IVW)

Dimensional Etf Trust Us Core Equity 2 (DFAC)

Ishares Tr Msci Usa Qlt Fct (QUAL)

Ishares Tr Eafe Value Etf (EFV)

American Centy Etf Tr Us Large Cap Vlu (AVLV)

Schwab Strategic Tr Us Aggregate B (SCHZ)

Ishares Msci Emrg Chn (EMXC)

Ishares Tr S&p 100 Etf (OEF)

Ishares Tr U.s. Tech Etf (IYW)

Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)

Vanguard Scottsdale Fds Long Term Treas (VGLT)

Ishares Tr Eafe Grwth Etf (EFG)

Ishares Gold Tr Ishares New (IAU)

View all positions for Forthright Family Wealth Advisory

Top funds holding Ishares Tr Msci Usa Momentum Factor

Mercer Global Advisors

Envestnet Asset Management

FMR

Raymond James Financial

State Treasurer State Of Michigan

HPM Partners

Ronald Blue Trust

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

Wealth Enhancement Advisory Services

Colony

View all funds holding Ishares Tr Msci Usa Momentum Factor

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