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Ishares Tr Msci Usa Momentum Factor shares owned by Private Advisor

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

Historical chart of Private Advisor investment in Ishares Tr Msci Usa Momentum Factor

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All positions including Ishares Tr Msci Usa Momentum Factor held by Private Advisor 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 Private Advisor

Quarter filed Position value Share count Share price at filing
2024-09-30 $13M 63k 202.76
2024-06-30 $22M 113k 194.87
2024-03-31 $22M 119k 187.35
2023-12-31 $11M 71k 156.90
2023-09-30 $11M 79k 139.70
2023-06-30 $12M 80k 144.57
2023-03-31 $12M 85k 139.04
2022-12-31 $2.0M 90k 22.54
2022-09-30 $12M 91k 131.17
2022-06-30 $12M 89k 136.37
2022-03-31 $17M 91k 181.82
2021-12-31 $17M 91k 181.82
2021-09-30 $17M 99k 175.61
2021-06-30 $14M 79k 173.43
2021-03-31 $13M 82k 160.84
2020-12-31 $17M 104k 161.29
2020-09-30 $21M 152k 140.75
2020-06-30 $20M 153k 131.00
2020-03-31 $15M 140k 106.48
2019-12-31 $13M 106k 125.56
2019-09-30 $20M 169k 119.33
2019-06-30 $14M 117k 118.12
2019-03-31 $13M 120k 111.93
2018-12-31 $12M 122k 100.23
2018-09-30 $15M 124k 119.00
2018-06-30 $7.1M 65k 110.13
2018-03-31 $9.0M 85k 105.93
2017-12-31 $6.7M 63k 105.95
2017-09-30 $6.9M 71k 96.86
2017-06-30 $4.6M 51k 90.33
2017-03-31 $3.9M 47k 82.51
2016-12-31 $4.0M 52k 77.15
2016-09-30 $5.9M 78k 76.37
2016-06-30 $1.8M 23k 77.18
2016-03-31 $977k 13k 73.09
2015-12-31 $789k 11k 73.31
2015-09-30 $531k 7.8k 68.19
2015-06-30 $359k 5.0k 71.37
2015-03-31 $338k 4.8k 70.27
2014-12-31 $563k 8.3k 68.07
2014-09-30 $259k 4.0k 64.75

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View all positions for Private Advisor

Top funds holding Ishares Tr Msci Usa Momentum Factor

Envestnet Asset Management
Mercer Global Advisors
Raymond James & Associates
Assetmark
BlackRock
Morgan Stanley
State Treasurer State Of Michigan
Bank of America Corporation
Ronald Blue Trust
HPM Partners
Wealth Enhancement Advisory Services
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
BlackRock
Savant Capital Management
CI Private Wealth

View all funds holding Ishares Tr Msci Usa Momentum Factor