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Ishares Tr Msci Usa Momentum Factor shares owned by Sonoma Allocations

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

Historical chart of Sonoma Allocations 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 Sonoma Allocations 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 Sonoma Allocations

Quarter filed Position value Share count Share price at filing
2025-09-30 $208k 821 253.05

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Goldman Sachs Physical Gold Unit (AAAU)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Dbx Etf Tr Xtrack Msci Euro (DBEZ)
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Spdr Series Trust Bloomberg 1 10 Y (TIPX)
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Wisdomtree Tr European Opportu (OPPE)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
Two Rds Shared Tr Anfield Unvl Etf (AFIF)

View all positions for Sonoma Allocations

Top funds holding Ishares Tr Msci Usa Momentum Factor

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

View all funds holding Ishares Tr Msci Usa Momentum Factor