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Ishares Tr Msci Usa Momentum Factor shares owned by Sweeney & Michel

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

Historical chart of Sweeney & Michel investment in Ishares Tr Msci Usa Momentum Factor

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All positions including Ishares Tr Msci Usa Momentum Factor held by Sweeney & Michel 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 Sweeney & Michel

Quarter filed Position value Share count Share price at filing
2024-06-30 $2.1M 11k 199.97
2024-03-31 $1.9M 10k 184.87

More positions owned by Sweeney & Michel

Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core Div Grwth (DGRO)
Apple (AAPL)
Ishares Tr Core High Dv Etf (HDV)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Capital Group Dividend Growe Shs Etf (CGDG)
Microsoft Corporation (MSFT)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Ishares Core Msci Emkt (IEMG)
TriCo Bancshares (TCBK)
Johnson & Johnson (JNJ)
Capital Group International SHS (CGIE)

View all positions for Sweeney & Michel

Top funds holding Ishares Tr Msci Usa Momentum Factor

Envestnet Asset Management
Mercer Global Advisors
Raymond James & Associates
Bank of America Corporation
Assetmark
BlackRock
Morgan Stanley
State Treasurer State Of Michigan
Ronald Blue Trust
Savant Capital Management
Jpmorgan Chase & Co
HPM Partners
Wealth Enhancement Advisory Services
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
UBS Group

View all funds holding Ishares Tr Msci Usa Momentum Factor