Wealth Alliance »

Ishares Tr Msci Usa Momentum Factor shares owned by Wealth Alliance

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

Historical chart of Wealth Alliance 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 Wealth Alliance consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr Msci Usa Momentum Factor by Wealth Alliance

Quarter filed Position value Share count Share price at filing
2023-03-31 $305k 2.2k 139.05
2022-12-31 $2.4M 16k 145.93
2021-06-30 $853k 4.9k 173.52
2021-03-31 $376k 2.3k 160.68

More positions owned by Wealth Alliance

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
Amazon (AMZN)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr S&p 500 Grwt Etf (IVW)
Alps Etf Tr Alerian Mlp (AMLP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Eafe Grwth Etf (EFG)
Vanguard Index Fds Real Estate Etf (VNQ)

View all positions for Wealth Alliance

Top funds holding Ishares Tr Msci Usa Momentum Factor

Mercer Global Advisors
Raymond James & Associates
Assetmark
State Treasurer State Of Michigan
HPM Partners
Savant Capital Management
Wealth Enhancement Advisory Services
Ronald Blue Trust
Bank of America Corporation
CWM
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
CI Private Wealth
UBS Group
Pnc Financial Services
Symmetry Partner

View all funds holding Ishares Tr Msci Usa Momentum Factor