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Ishares Tr Msci Usa Momentum Factor shares owned by New England Private Wealth Advisors

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

Historical chart of New England Private Wealth Advisors 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 New England Private Wealth Advisors 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 New England Private Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.5M 9.6k 156.90
2023-09-30 $1.3M 9.6k 139.71
2023-06-30 $1.4M 9.6k 144.35
2023-03-31 $1.3M 9.6k 139.02
2022-12-31 $1.4M 9.5k 145.91
2022-09-30 $1.5M 11k 131.12
2022-06-30 $3.3M 20k 168.31
2022-03-31 $3.3M 20k 168.25
2021-12-31 $3.7M 21k 181.81
2021-09-30 $3.6M 21k 175.58
2021-06-30 $3.6M 21k 173.53
2021-03-31 $3.3M 21k 161.03
2020-12-31 $3.8M 24k 161.43
2020-09-30 $3.5M 24k 147.42
2020-06-30 $3.0M 22k 132.65
2020-03-31 $2.2M 21k 106.42
2019-12-31 $2.6M 21k 125.61
2019-09-30 $2.4M 21k 119.35
2019-06-30 $1.9M 16k 118.59
2019-03-31 $1.6M 14k 112.15
2018-12-31 $1.4M 14k 100.19
2018-09-30 $2.2M 18k 119.04
2018-06-30 $1.9M 18k 109.67
2018-03-31 $1.4M 14k 105.95

More positions owned by New England Private Wealth Advisors

Vanguard Specialized Funds Div App Etf (VIG)
First Tr Value Line Divid In SHS (FVD)
Broadstone Net Lease (BNL)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr Exponential Tech (XT)
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)
Vanguard Index Fds Extend Mkt Etf (VXF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard World Fds Health Car Etf (VHT)
First Tr Nas100 Eq Weighted SHS (QQEW)

View all positions for New England Private Wealth Advisors

Top funds holding Ishares Tr Msci Usa Momentum Factor

Mercer Global Advisors
Raymond James & Associates
Assetmark
State Treasurer State Of Michigan
Ronald Blue Trust
HPM Partners
Savant Capital Management
Wealth Enhancement Advisory Services
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