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Ishares Tr Msci Usa Momentum Factor shares owned by RoundAngle Advisors

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

Historical chart of RoundAngle 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 RoundAngle 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 RoundAngle Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.8M 15k 256.45
2025-06-30 $3.5M 15k 240.32
2025-03-31 $2.8M 14k 202.13
2024-12-31 $2.7M 13k 206.92

More positions owned by RoundAngle Advisors

Broadcom (AVGO)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Core S&p Mcp Etf (IJH)
Apple (AAPL)
Vanguard Index Fds Value Etf (VTV)
Proshares Tr S&p 500 Dv Arist (NOBL)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Silver Tr Ishares (SLV)
Ishares Tr Msci Usa Mmentm (MTUM)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Wal-Mart Stores (WMT)

View all positions for RoundAngle Advisors

Top funds holding Ishares Tr Msci Usa Momentum Factor

Mercer Global Advisors
Envestnet Asset Management
FMR
Raymond James Financial
LPL Financial
Morgan Stanley
Assetmark
Ameriprise Financial
BlackRock
State Treasurer State Of Michigan
HPM Partners
Ronald Blue Trust
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Wealth Enhancement Advisory Services
Colony

View all funds holding Ishares Tr Msci Usa Momentum Factor