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Ishares Tr Msci Usa Momentum Factor shares owned by Legacy Private Trust

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

Historical chart of Legacy Private Trust investment in Ishares Tr Msci Usa Momentum Factor

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All positions including Ishares Tr Msci Usa Momentum Factor held by Legacy Private Trust 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 Legacy Private Trust

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.5M 12k 202.76
2024-06-30 $2.5M 13k 194.87
2024-03-31 $2.6M 14k 187.35
2023-12-31 $2.6M 17k 156.89
2023-09-30 $2.4M 17k 139.70
2023-06-30 $3.6M 25k 144.25
2023-03-31 $5.9M 42k 139.04
2022-12-31 $8.5M 58k 145.93
2022-09-30 $9.3M 71k 131.18
2022-06-30 $13M 97k 136.37
2022-03-31 $25M 150k 168.27
2021-12-31 $35M 190k 181.82
2021-09-30 $31M 177k 175.60
2021-06-30 $29M 169k 173.43
2021-03-31 $28M 173k 160.86
2020-12-31 $27M 168k 161.29
2020-09-30 $25M 171k 147.40
2020-06-30 $21M 159k 131.00
2020-03-31 $15M 137k 106.48
2019-12-31 $16M 127k 125.56
2019-09-30 $15M 127k 119.25
2019-06-30 $14M 118k 118.60
2019-03-31 $7.3M 65k 112.18
2018-12-31 $3.3M 33k 100.24
2018-09-30 $5.0M 42k 119.01
2018-06-30 $4.5M 41k 109.70
2018-03-31 $14M 131k 105.92
2017-12-31 $11M 103k 103.13
2017-09-30 $10M 107k 95.68
2017-06-30 $3.1M 35k 88.88
2016-12-31 $910k 12k 75.83
2016-09-30 $2.2M 29k 77.37
2016-06-30 $2.5M 33k 76.39
2016-03-31 $443k 6.1k 73.10

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Ishares Tr Core S&p500 Etf (IVV)
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Extend Mkt Etf (VXF)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Apple (AAPL)
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Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Alphabet Cap Stk Cl A (GOOGL)
Pimco Etf Tr Active Bd Etf (BOND)

View all positions for Legacy Private Trust

Top funds holding Ishares Tr Msci Usa Momentum Factor

Envestnet Asset Management
Mercer Global Advisors
Raymond James & Associates
Assetmark
BlackRock
Morgan Stanley
State Treasurer State Of Michigan
Bank of America Corporation
Ronald Blue Trust
HPM Partners
Wealth Enhancement Advisory Services
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
BlackRock
Savant Capital Management
CI Private Wealth

View all funds holding Ishares Tr Msci Usa Momentum Factor