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Ishares Tr Msci Usa Momentum Factor shares owned by RCS Financial Planning

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

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

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

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$1.1M	4.2k	256.44
2025-06-30	$919k	3.8k	240.30
2025-03-31	$697k	3.4k	202.10
2024-12-31	$689k	3.3k	206.94
2022-12-31	$308k	2.1k	145.93

More positions owned by RCS Financial Planning

Dimensional Etf Trust Us Core Equity 2 (DFAC)

Dimensional Etf Trust Core Fixed Incom (DFCF)

Fidelity Merrimack Str Tr Total Bd Etf (FBND)

Dimensional Etf Trust Intl Core Equity (DFIC)

Dimensional Etf Trust Us High Profitab (DUHP)

Dimensional Etf Trust Us Small Cap Val (DFSV)

Ishares Tr Core S&p500 Etf (IVV)

Dimensional Etf Trust Short Duration F (DFSD)

Ishares Tr Core Total Usd (IUSB)

Fidelity Merrimack Str Tr Low Durtin Etf (FLDR)

Dimensional Etf Trust Emerging Mkts Co (DFEM)

Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)

Blackrock Etf Trust Ishares Us Equit (DYNF)

Ishares Tr Msci Usa Qlt Fct (QUAL)

Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for RCS Financial Planning

Top funds holding Ishares Tr Msci Usa Momentum Factor

Mercer Global Advisors

Envestnet Asset Management

Raymond James Financial

Ameriprise Financial

State Treasurer State Of Michigan

Ronald Blue Trust

Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Wealth Enhancement Advisory Services

View all funds holding Ishares Tr Msci Usa Momentum Factor

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