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Ishares Tr Msci Usa Momentum Factor shares owned by Marble Wealth

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

Historical chart of Marble Wealth 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 Marble Wealth 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 Marble Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $406k 1.2k 342.90

More positions owned by Marble Wealth

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
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Ishares Tr Core Msci Eafe (IEFA)
Victory Portfolios Ii Shs Fr Ca Fl Etf (VFLO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Specialized Funds Div App Etf (VIG)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
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Microsoft Corporation (MSFT)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Fidelity Covington Trust Enhanced Intl (FENI)

View all positions for Marble Wealth

Top funds holding Ishares Tr Msci Usa Momentum Factor

Mercer Global Advisors
Envestnet Asset Management
FMR
LPL Financial
Raymond James Financial
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