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Ishares Tr Msci Usa Momentum Factor shares owned by Rinkey Investments

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

Historical chart of Rinkey Investments 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 Rinkey Investments 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 Rinkey Investments

Quarter filed Position value Share count Share price at filing
2024-06-30 $3.8M 20k 194.87
2024-03-31 $3.8M 21k 187.35
2023-12-31 $3.4M 22k 156.89
2023-09-30 $3.2M 23k 139.70
2021-12-31 $35k 200 175.00

More positions owned by Rinkey Investments

Ishares Tr TRS FLT RT BD (TFLO)
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Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr National Mun Etf (MUB)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Ishares Tr Jpmorgan Usd Emg (EMB)
Ishares Tr Calif Mun Bd Etf (CMF)
Spdr Ser Tr Portfli Tips Etf (SPIP)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Apple (AAPL)
Spdr Gold Tr Gold Shs (GLD)

View all positions for Rinkey Investments

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