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Ishares Tr Msci Usa Momentum Factor shares owned by Plante Moran Financial Advisors

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

Historical chart of Plante Moran Financial 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 Plante Moran Financial 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 Plante Moran Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $197k 574 343.02
2026-03-31 $30k 126 240.61
2025-12-31 $33k 130 250.94
2025-09-30 $37k 143 257.04
2025-06-30 $30k 126 240.94
2025-03-31 $29k 142 202.59
2024-12-31 $26k 126 207.45
2024-09-30 $26k 126 203.29
2024-06-30 $25k 126 195.37
2024-03-31 $24k 126 187.83
2020-12-31 $3.0k 20 150.00