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Ishares Tr Msci Usa Momentum Factor shares owned by Lgl Partners

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

Historical chart of Lgl Partners 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 Lgl Partners 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 Lgl Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $204k 595 342.83

More positions owned by Lgl Partners

State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Msci Eafe Etf (EFA)
Gmo Etf Trust Us Quality Etf (QLTY)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Select Divid Etf (DVY)
Ishares Tr Rus 2000 Grw Etf (IWO)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Lgl Partners

Top funds holding Ishares Tr Msci Usa Momentum Factor

Mercer Global Advisors
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FMR
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Morgan Stanley
Encompass Capital Advisors
Ronald Blue Trust
Ameriprise Financial
Bank of America Corporation
State Treasurer State Of Michigan
BlackRock
CWM
Assetmark
HPM Partners

View all funds holding Ishares Tr Msci Usa Momentum Factor