GoalVest Advisory »

Ishares Tr Msci Usa Momentum Factor shares owned by GoalVest Advisory

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

Historical chart of GoalVest 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 GoalVest Advisory 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 GoalVest Advisory

Quarter filed Position value Share count Share price at filing
2025-12-31 $258k 1.0k 250.31
2024-12-31 $3.3k 16 206.94
2023-09-30 $2.1k 15 139.73
2020-12-31 $999 9 111.11

More positions owned by GoalVest Advisory

Vanguard S&p 500 Etf Etf (VOO)
Vanguard Growth Etf Etf (VUG)
State Street Spdr Portfolio Intermediate Term Corporate Bond Etf Etf (SPIB)
Goldman Sachs Municipal Income Etf Etf (GMUB)
Ishares Core Msci Eafe Etf Etf (IEFA)
Vanguard Total Stock Market Etf Etf (VTI)
State Street Spdr Nyse Technology Etf Etf (XNTK)
Vanguard Ftse Europe Etf Etf (VGK)
Goldman Sachs Physical Gold Etf Etf (AAAU)
Palantir Technologies Inc Cl A Stock (PLTR)
Invesco Senior Loan Etf Etf (BKLN)
Nvidia Corporation Stock (NVDA)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Tesla Stock (TSLA)
Microsoft Corp Stock (MSFT)

View all positions for GoalVest Advisory

Top funds holding Ishares Tr Msci Usa Momentum Factor

Mercer Global Advisors
Envestnet Asset Management
FMR
Raymond James Financial
LPL Financial
Assetmark
Ameriprise Financial
BlackRock
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
CWM

View all funds holding Ishares Tr Msci Usa Momentum Factor