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Ishares Tr Msci Usa Momentum Factor shares owned by Galvin, Gaustad & Stein

Quarter-by-quarter ownership of Ishares Tr Msci Usa Momentum Factor (MTUM) shares owned by Galvin, Gaustad & Stein from 13F filings

Historical chart of Galvin, Gaustad & Stein investment in Ishares Tr Msci Usa Momentum Factor

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All positions including Ishares Tr Msci Usa Momentum Factor held by Galvin, Gaustad & Stein 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 Galvin, Gaustad & Stein

Quarter filed Position value Share count Share price at filing
2025-12-31 $816k 3.3k 250.28

More positions owned by Galvin, Gaustad & Stein

Ishares Tr Core Msci Eafe (IEFA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Microsoft Corporation (MSFT)
JPMorgan Chase & Co. (JPM)
Hca Holdings (HCA)
Amazon (AMZN)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Ge Aerospace Com New (GE)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)
Ishares Tr Core Us Aggbd Et (AGG)
Mattel (MAT)
Apple (AAPL)
AutoZone (AZO)
American Express Company (AXP)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)

View all positions for Galvin, Gaustad & Stein

Top funds holding Ishares Tr Msci Usa Momentum Factor

Envestnet Asset Management
Mercer Global Advisors
FMR
LPL Financial
Raymond James Financial
CI Private Wealth
BlackRock
Assetmark
Ameriprise Financial
State Treasurer State Of Michigan
Ronald Blue Trust
HPM Partners
CWM
Wealth Enhancement Advisory Services
Empirical Financial Services, LLC d/b/a Empirical Wealth Management

View all funds holding Ishares Tr Msci Usa Momentum Factor