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Sagespring Wealth Partners »

Ishares Tr Msci Usa Momentum Factor shares owned by Sagespring Wealth Partners

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

Historical chart of Sagespring Wealth Partners investment in Ishares Tr Msci Usa Momentum Factor

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All positions including Ishares Tr Msci Usa Momentum Factor held by Sagespring Wealth Partners 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 Sagespring Wealth Partners

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$18M	71k	256.45
2025-06-30	$17M	72k	240.32
2024-12-31	$51M	247k	206.92

More positions owned by Sagespring Wealth Partners

Fidelity Covington Trust Blue Chip Grwth (FBCG)

Blackrock Etf Trust Ishares Us Equit (DYNF)

Vanguard Index Fds S&p 500 Etf Shs (VOO)

Trimtabs Etf Tr Fcf Us Qlty Etf (ABFL)

Tcw Transform Etf Trust Transform System (PWRD)

J P Morgan Exchange Traded F Active Value Etf (JAVA)

Ishares Tr Core S&p500 Etf (IVV)

Fidelity Merrimack Str Tr Total Bd Etf (FBND)

Blackrock Etf Trust Ii Ishares Flexible (BINC)

Ishares Tr Core Msci Eafe (IEFA)

Ishares Core Msci Emkt (IEMG)

Ishares Tr U.s. Tech Etf (IYW)

Ishares Tr Core Us Aggbd Et (AGG)

J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)

Ishares Tr Msci Usa Qlt Fct (QUAL)

View all positions for Sagespring Wealth Partners

Top funds holding Ishares Tr Msci Usa Momentum Factor

Mercer Global Advisors

Envestnet Asset Management

FMR

Raymond James Financial

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

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