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Ishares Tr Msci Usa Momentum Factor shares owned by United Capital Financial Advisers

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

Historical chart of United Capital Financial Advisers 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 United Capital Financial Advisers 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 United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2025-09-30 $33M 130k 256.45
2025-06-30 $31M 129k 240.32
2025-03-31 $27M 135k 202.13
2024-12-31 $28M 137k 206.92
2024-09-30 $1.0M 5.0k 202.76
2024-06-30 $941k 4.8k 194.87
2024-03-31 $979k 5.2k 187.36
2023-12-31 $802k 5.1k 156.89
2023-09-30 $1.1M 7.7k 139.71
2023-06-30 $1.2M 8.6k 144.25
2023-03-31 $1.4M 9.7k 139.05
2022-12-31 $1.7M 12k 145.93
2022-09-30 $1.5M 11k 131.17
2022-06-30 $1.7M 13k 136.35
2022-03-31 $2.3M 14k 168.30
2021-12-31 $2.8M 15k 181.81
2021-09-30 $2.8M 16k 175.61
2021-06-30 $3.1M 18k 173.42
2021-03-31 $2.8M 17k 160.87
2020-12-31 $15M 95k 161.29
2020-09-30 $13M 85k 147.40
2020-06-30 $9.7M 74k 131.00
2020-03-31 $4.9M 46k 106.49
2019-12-31 $5.5M 44k 125.56
2019-09-30 $4.8M 40k 119.26
2019-06-30 $18M 151k 118.60
2019-03-31 $16M 140k 112.18
2018-12-31 $19M 187k 100.23
2018-09-30 $14M 118k 119.00
2018-06-30 $3.0M 27k 109.71
2018-03-31 $11M 104k 105.92
2017-12-31 $12M 112k 103.13
2017-09-30 $10M 108k 95.68
2017-06-30 $1.8M 21k 88.91
2017-03-31 $1.3M 15k 82.68
2016-12-31 $1.1M 14k 75.83
2016-09-30 $1.2M 15k 77.34
2016-06-30 $4.8M 63k 76.00
2016-03-31 $4.5M 61k 73.10
2015-12-31 $3.9M 53k 73.29
2015-09-30 $1.7M 25k 68.22
2015-06-30 $397k 5.6k 71.44

More positions owned by United Capital Financial Advisers

Vanguard S&p 500 Etf Exchange Traded Fund (VOO)
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)
Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA)
Apple Common Stock (AAPL)
Repligen Corp Common Stock (RGEN)
Microsoft Corp Common Stock (MSFT)
Nvidia Corp Common Stock (NVDA)
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)
Vanguard Interm-term Bond Etf Exchange Traded Fund (BIV)
Vanguard Value Etf Exchange Traded Fund (VTV)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Ishares Core Msci Emerging Markets Etf Exchange Traded Fund (IEMG)
Alphabet Inc Class A Common Stock (GOOGL)
Ishares Core Universal Usd Bond Etf Exchange Traded Fund (IUSB)
Ishares Us Treasury Bond Etf Exchange Traded Fund (GOVT)

View all positions for United Capital Financial Advisers

Top funds holding Ishares Tr Msci Usa Momentum Factor

Mercer Global Advisors
Envestnet Asset Management
FMR
Raymond James Financial
LPL Financial
Morgan Stanley
Assetmark
Ameriprise Financial
BlackRock
State Treasurer State Of Michigan
HPM Partners
Ronald Blue Trust
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Wealth Enhancement Advisory Services
Colony

View all funds holding Ishares Tr Msci Usa Momentum Factor