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Ishares Tr Msci Usa Momentum Factor shares owned by TKG Advisors

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

Historical chart of TKG 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 TKG 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 TKG Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $274k 1.4k 202.76
2024-06-30 $420k 2.2k 194.87
2023-03-31 $213k 1.5k 139.05
2022-12-31 $215k 1.5k 145.92
2021-12-31 $231k 1.3k 181.60

More positions owned by TKG Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Vanguard Index Fds Value Etf (VTV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Ishares Msci Eurzone Etf (EZU)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Trane Technologies SHS (TT)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Jones Lang LaSalle Incorporated (JLL)
American Express Company (AXP)
NVIDIA Corporation (NVDA)
Capital One Financial (COF)
Cirrus Logic (CRUS)
Broadcom (AVGO)

View all positions for TKG Advisors

Top funds holding Ishares Tr Msci Usa Momentum Factor

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

View all funds holding Ishares Tr Msci Usa Momentum Factor