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Ishares Tr Msci Usa Momentum Factor shares owned by WCG Wealth Advisors

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

Historical chart of WCG Wealth 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 WCG Wealth 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 WCG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $4.1M 16k 250.34
2025-09-30 $3.9M 15k 256.46
2025-06-30 $3.4M 14k 240.33
2025-03-31 $2.9M 14k 202.15

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View all positions for WCG Wealth Advisors

Top funds holding Ishares Tr Msci Usa Momentum Factor

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

View all funds holding Ishares Tr Msci Usa Momentum Factor