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Ishares Tr Msci Usa Momentum Factor shares owned by TFB Advisors

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

Historical chart of TFB 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 TFB 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 TFB Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.1M 10k 202.76
2024-06-30 $2.0M 10k 194.87
2024-03-31 $1.8M 10k 175.29
2023-12-31 $1.3M 8.1k 156.89
2023-09-30 $1.6M 12k 139.70
2023-06-30 $1.4M 10k 144.25
2023-03-31 $1.3M 9.3k 139.04
2022-12-31 $1.3M 8.6k 145.93

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Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
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Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for TFB Advisors

Top funds holding Ishares Tr Msci Usa Momentum Factor

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

View all funds holding Ishares Tr Msci Usa Momentum Factor