Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Trust Co of the South »

Ishares Tr Msci Usa Momentum Factor shares owned by Trust Co of the South

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

Historical chart of Trust Co of the South 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 Co of the South consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download consolidated filings csv

Download as Excel

Download consolidated filings xlsx

Quarterly reported holdings in Ishares Tr Msci Usa Momentum Factor by Trust Co of the South

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$410k	1.6k	256.45
2025-06-30	$385k	1.6k	240.32
2025-03-31	$588k	2.9k	202.13

More positions owned by Trust Co of the South

Dimensional U.s. Targeted Value Mutual Funds (DFAT)

Dimensional U.s. Marketwide Val Mutual Funds (DFUV)

Dimensional U.s. Core Equity 2 Mutual Funds (DFAC)

Vanguard S&p 500 Mutual Funds (VOO)

Dfa Dimensional Intl Core Equit Mutual Funds (DFIC)

Vanguard Mid-cap Etf Mutual Funds (VO)

Vanguard Growth Etf Mutual Funds (VUG)

Apple Computer Equities (AAPL)

Vanguard Ftse Developed Mkts Et Mutual Funds (VEA)

Vanguard Small-cap Etf Mutual Funds (VB)

Dfa U.s. Small Cap Value Etf Mutual Funds (DFSV)

Vanguard Value Etf Mutual Funds (VTV)

Dimensional World Ex U.s. Core Mutual Funds (DFAX)

Live Oak Bancshares Equities (LOB)

Dfa Dimensional Emerging Mkts C Mutual Funds (DFEM)

View all positions for Trust Co of the South

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

© 2025 stockzoa - Track 13F-HR Filings for Hedge Funds and Value Investors.

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z