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Ishares Tr Msci Usa Momentum Factor shares owned by Trust

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

Historical chart of Trust 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 Trust 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 Trust

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$3.0M	12k	256.46
2025-06-30	$2.8M	12k	240.33
2025-03-31	$814k	4.0k	202.04
2024-12-31	$2.0M	9.8k	206.89
2024-09-30	$1.9M	9.5k	202.74
2024-06-30	$16k	81	195.14

More positions owned by Trust

iShares Short Treasury Bond Index ETF Short Treas Bd (SHV)

Vanguard Total Bond Index ETF Total Bnd Mrkt (BND)

iShares Core US Aggregate Bond Index ETF Core Us Aggbd Et (AGG)

Vanguard Growth Index ETF Growth Etf (VUG)

Vanguard Value Index ETF Value Etf (VTV)

SPDR S&P Emerging Markets Dividend ETF S&p Em Mkt Div (EDIV)

Schwab Fundamental Intl Large Co ETF Fundamental Intl (FNDF)

Vanguard FTSE Developed Markets ETF Van Ftse Dev Mkt (VEA)

iShares Russell 1000 Index ETF Rus 1000 Etf (IWB)

Vanguard Mid-Cap Value Index ETF Mcap Vl Idxvip (VOE)

Vanguard Mid-Cap Growth Index ETF Mcap Gr Idxvip (VOT)

JP Morgan Active Growth ETF Active Growth (JGRO)

iShares National Muni Bond Index ETF National Mun Etf (MUB)

iShares IBOXX High Yield Corp Bond Index ETF Iboxx Hi Yd Etf (HYG)

JP Morgan Ultra-Short Municipal Income ETF Ultra Sht Muncpl (JMST)

View all positions for Trust

Top funds holding Ishares Tr Msci Usa Momentum Factor

Mercer Global Advisors

Envestnet Asset Management

Raymond James Financial

Ameriprise Financial

State Treasurer State Of Michigan

Ronald Blue Trust

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

Wealth Enhancement Advisory Services

View all funds holding Ishares Tr Msci Usa Momentum Factor

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