Homrich Berg »

Ishares Tr Msci Usa Momentum Factor shares owned by Homrich Berg

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

Historical chart of Homrich Berg investment in Ishares Tr Msci Usa Momentum Factor

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All positions including Ishares Tr Msci Usa Momentum Factor held by Homrich Berg 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 Homrich Berg

Quarter filed Position value Share count Share price at filing
2021-09-30 $1.8M 10k 175.59
2021-06-30 $1.8M 11k 173.43
2021-03-31 $1.7M 11k 160.82
2020-12-31 $1.7M 10k 161.32

More positions owned by Homrich Berg

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
J P Morgan Exchange-traded F Ultra Sht Muncpl (JMST)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Apple (AAPL)
Ishares Tr Core S&p Ttl Stk (ITOT)
Home Depot (HD)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Microsoft Corporation (MSFT)

View all positions for Homrich Berg

Top funds holding Ishares Tr Msci Usa Momentum Factor

Mercer Global Advisors
Raymond James & Associates
Assetmark
State Treasurer State Of Michigan
Ronald Blue Trust
Savant Capital Management
HPM Partners
Wealth Enhancement Advisory Services
Bank of America Corporation
CWM
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Susquehanna International
CI Private Wealth
UBS Group
Pnc Financial Services

View all funds holding Ishares Tr Msci Usa Momentum Factor