Ishares Tr Msci Usa Momentum Factor shares owned by Global Retirement Partners
Quarter-by-quarter ownership of Ishares Tr Msci Usa Momentum Factor (MTUM) shares owned by Global Retirement Partners
from 13F filings
Historical chart of Global Retirement Partners investment in Ishares Tr Msci Usa Momentum Factor
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Quarterly reported holdings in Ishares Tr Msci Usa Momentum Factor by Global Retirement Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $8.8M | 35k | 250.31 |
| 2025-09-30 | $2.6M | 10k | 256.46 |
| 2025-06-30 | $2.6M | 11k | 240.32 |
| 2024-12-31 | $1.0M | 4.9k | 206.90 |
| 2024-09-30 | $436k | 2.2k | 202.76 |
| 2024-06-30 | $441k | 2.3k | 194.85 |
| 2024-03-31 | $464k | 2.5k | 187.38 |
| 2023-12-31 | $337k | 2.1k | 159.94 |
| 2023-09-30 | $416k | 3.0k | 138.65 |
| 2023-06-30 | $434k | 3.0k | 144.23 |
| 2023-03-31 | $443k | 3.2k | 139.28 |
| 2022-12-31 | $934k | 6.4k | 145.93 |
| 2022-09-30 | $747k | 5.1k | 147.60 |
| 2022-06-30 | $320k | 2.3k | 136.58 |
| 2022-03-31 | $323k | 2.3k | 137.80 |
| 2021-09-30 | $516k | 2.9k | 175.69 |
| 2021-06-30 | $581k | 3.3k | 173.54 |
| 2021-03-31 | $580k | 3.6k | 160.89 |
| 2020-12-31 | $561k | 3.5k | 161.30 |
| 2020-09-30 | $578k | 3.9k | 147.30 |
| 2020-06-30 | $527k | 4.0k | 131.13 |
| 2020-03-31 | $2.1M | 20k | 106.50 |
| 2019-12-31 | $2.3M | 18k | 125.57 |
| 2019-09-30 | $2.1M | 18k | 119.24 |
| 2019-06-30 | $1.7M | 14k | 118.58 |
| 2019-03-31 | $997k | 8.9k | 112.19 |
| 2018-12-31 | $771k | 7.7k | 100.27 |
| 2018-09-30 | $411k | 3.5k | 119.03 |
| 2018-06-30 | $171k | 1.6k | 109.76 |
| 2018-03-31 | $88k | 826 | 106.54 |
| 2017-12-31 | $43k | 415 | 103.61 |
| 2017-09-30 | $26k | 274 | 94.89 |
| 2017-06-30 | $4.0k | 46 | 86.96 |
| 2017-03-31 | $4.0k | 46 | 86.96 |
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