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Ishares Tr Msci Usa Momentum Factor shares owned by Money Matters Financial

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

Historical chart of Money Matters Financial 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 Money Matters Financial 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 Money Matters Financial

Quarter filed Position value Share count Share price at filing
2023-03-31 $420k 2.9k 142.69
2022-12-31 $8.1M 56k 145.22
2022-09-30 $19M 144k 134.41
2022-06-30 $26M 189k 137.49
2022-03-31 $47M 279k 168.27
2021-12-31 $57M 315k 181.82
2021-09-30 $63M 358k 175.60
2021-06-30 $62M 355k 173.43
2021-03-31 $58M 361k 160.86
2020-12-31 $58M 360k 161.29
2020-09-30 $55M 369k 147.40
2020-06-30 $48M 367k 131.00
2020-03-31 $40M 375k 106.48
2019-12-31 $47M 373k 125.56
2019-09-30 $44M 368k 119.25
2019-06-30 $2.9M 25k 118.62
2019-03-31 $2.1M 19k 112.16
2018-12-31 $1.4M 14k 100.25
2018-09-30 $2.0M 17k 119.01
2018-06-30 $1.8M 17k 109.68
2018-03-31 $1.3M 12k 105.88
2017-12-31 $774k 7.5k 103.09
2017-09-30 $853k 8.9k 95.68
2017-06-30 $38k 424 89.62
2017-03-31 $483k 5.8k 82.69

More positions owned by Money Matters Financial

Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)
SPDR S&P 600 Sm-cap ETF Etf (SPSM)
Technology Select Sector Spdr Fund Etf (XLK)
Financial Select Sector Spdr Fund Etf (XLF)
Consumer Discretionary Select Sector Spdr Fund Etf (XLY)
Vanguard Real Estate Etf Etf (VNQ)
Industrial Select Sector Spdr Fund Etf (XLI)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Communication Services Select Sector Spdr Fund Etf (XLC)
Ishares Russell 3000 Etf Etf (IWV)
Health Care Select Sector Spdr Fund Etf (XLV)
Energy Select Sector Spdr Fund Etf (XLE)
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)

View all positions for Money Matters Financial

Top funds holding Ishares Tr Msci Usa Momentum Factor

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

View all funds holding Ishares Tr Msci Usa Momentum Factor