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Ishares Tr Msci Usa Momentum Factor shares owned by Sequoia Financial Advisors

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

Historical chart of Sequoia Financial 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 Sequoia Financial 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 Sequoia Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $28M 109k 256.45
2025-06-30 $26M 107k 240.32
2025-03-31 $28M 140k 202.13
2024-12-31 $34M 166k 206.92
2018-09-30 $364k 3.1k 119.15
2018-06-30 $335k 3.1k 109.66
2018-03-31 $324k 3.1k 106.06