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Tanglewood Legacy Advisors »

Ishares Tr Msci Usa Momentum Factor shares owned by Tanglewood Legacy Advisors

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

Historical chart of Tanglewood Legacy 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 Tanglewood Legacy 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 Tanglewood Legacy Advisors

Quarter filed	Position value	Share count	Share price at filing
2024-03-31	$82k	437	187.35
2023-12-31	$69k	437	156.89
2023-09-30	$61k	437	139.70
2023-06-30	$102k	707	144.25
2023-03-31	$119k	857	139.04
2022-12-31	$125k	857	145.93

More positions owned by Tanglewood Legacy Advisors

Ishares Core MF Closed and MF Open (IUSV)

Ishares S&p MF Closed and MF Open (IUSG)

First Trust MF Closed and MF Open (DMAY)

First Trust MF Closed and MF Open (FMAY)

Ishares Russell MF Closed and MF Open (IWR)

Ishares Russell MF Closed and MF Open (IWF)

Ishares Russell MF Closed and MF Open (IWD)

First Trust MF Closed and MF Open (FAPR)

First Trust MF Closed and MF Open (DAPR)

SPDR S&P MF Closed and MF Open (SPY)

Sm Energy Common Stock (SM)

Ishares Msci MF Closed and MF Open (USMV)

First Trust MF Closed and MF Open (DNOV)

Apple Common Stock (AAPL)

Invesco Qqq MF Closed and MF Open (QQQ)

View all positions for Tanglewood Legacy Advisors

Top funds holding Ishares Tr Msci Usa Momentum Factor

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Raymond James & Associates

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State Treasurer State Of Michigan

Ronald Blue Trust

HPM Partners

Savant Capital Management

Wealth Enhancement Advisory Services

Bank of America Corporation

CWM

Empirical Financial Services, LLC d/b/a Empirical Wealth Management

CI Private Wealth

UBS Group

Pnc Financial Services

Symmetry Partner

View all funds holding Ishares Tr Msci Usa Momentum Factor

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