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Ishares Tr Msci Usa Momentum Factor shares owned by Pearl Planning

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

Historical chart of Pearl Planning investment in Ishares Tr Msci Usa Momentum Factor

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All positions including Ishares Tr Msci Usa Momentum Factor held by Pearl Planning 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 Pearl Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $265k 772 342.83

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Vanguard Index Fds Value Etf (VTV)
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Ea Series Trust Freedom 100 Em (FRDM)
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View all positions for Pearl Planning

Top funds holding Ishares Tr Msci Usa Momentum Factor

Mercer Global Advisors
Envestnet Asset Management
FMR
LPL Financial
Raymond James Financial
Encompass Capital Advisors
Ronald Blue Trust
Ameriprise Financial
Bank of America Corporation
State Treasurer State Of Michigan
BlackRock
Assetmark
HPM Partners
Wells Fargo & Company
Jpmorgan Chase & Co

View all funds holding Ishares Tr Msci Usa Momentum Factor