Ishares Tr Msci Usa Momentum Factor shares owned by Sax Wealth Advisors
Quarter-by-quarter ownership of Ishares Tr Msci Usa Momentum Factor (MTUM) shares owned by Sax Wealth Advisors
from 13F filings
Historical chart of Sax Wealth 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 Sax Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Ishares Tr Msci Usa Momentum Factor by Sax Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $4.1M | 26k | 156.89 |
| 2023-09-30 | $6.1M | 43k | 139.70 |
| 2023-06-30 | $9.1M | 63k | 144.25 |
| 2023-03-31 | $11M | 78k | 139.04 |
| 2022-12-31 | $12M | 83k | 145.93 |
| 2022-09-30 | $12M | 90k | 131.17 |
| 2022-06-30 | $14M | 100k | 136.37 |
| 2022-03-31 | $16M | 97k | 168.27 |
| 2021-12-31 | $18M | 100k | 181.82 |
| 2021-09-30 | $16M | 90k | 175.60 |
| 2021-06-30 | $15M | 86k | 173.44 |
| 2021-03-31 | $14M | 88k | 160.86 |
| 2020-12-31 | $11M | 68k | 161.29 |
Top funds holding Ishares Tr Msci Usa Momentum Factor
View all funds holding Ishares Tr Msci Usa Momentum Factor