Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Mallini Complete Financial Planning »

Ishares Tr Msci Usa Momentum Factor shares owned by Mallini Complete Financial Planning

Quarter-by-quarter ownership of Ishares Tr Msci Usa Momentum Factor (MTUM) shares owned by Mallini Complete Financial Planning from 13F filings

Historical chart of Mallini Complete Financial Planning 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 Mallini Complete Financial Planning consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Quarterly reported holdings in Ishares Tr Msci Usa Momentum Factor by Mallini Complete Financial Planning

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$234k	2.2k	105.66
2025-06-30	$531k	2.2k	240.37
2025-03-31	$411k	2.0k	202.10
2024-12-31	$421k	2.0k	206.94

More positions owned by Mallini Complete Financial Planning

Vanguard Total Stock Market Etf Etf (VTI)

Vanguard Total Bond Market Etf Etf (BND)

Vanguard Total International Stock Etf Etf (VXUS)

Vanguard Tax-exempt Bond Etf Etf (VTEB)

Vanguard Esg U.s. Stock Etf Etf (ESGV)

Ishares Esg Aware Us Aggregate Bond Etf Etf (EAGG)

Usa Compression Partners Lp Comunit Ltdpar Stock (USAC)

Vanguard S&p 500 Etf Etf (Principal) (VOO)

Vanguard Esg International Stock Etf Etf (VSGX)

Ares Capital Corp Cef (ARCC)

Apple Stock (AAPL)

Jpmorgan Ultra-short Municipal Income Etf Etf (JMST)

Pimco Intermediate Municipal Bond Active Exchange-traded Fund Etf (MUNI)

Guggenheim Strategic Opportun Com Sbi Cef (GOF)

Amazon Stock (Principal) (AMZN)

View all positions for Mallini Complete Financial Planning

Top funds holding Ishares Tr Msci Usa Momentum Factor

Mercer Global Advisors

Envestnet Asset Management

FMR

Raymond James Financial

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

View all funds holding Ishares Tr Msci Usa Momentum Factor

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z