Ishares Tr Msci Usa Momentum Factor shares owned by Fermata Advisors
Quarter-by-quarter ownership of Ishares Tr Msci Usa Momentum Factor (MTUM) shares owned by Fermata Advisors
from 13F filings
Historical chart of Fermata Advisors investment in Ishares Tr Msci Usa Momentum Factor
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Quarterly reported holdings in Ishares Tr Msci Usa Momentum Factor by Fermata Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.2M | 12k | 187.35 |
| 2023-12-31 | $1.9M | 12k | 156.89 |
| 2023-09-30 | $1.7M | 12k | 139.85 |
| 2023-06-30 | $1.6M | 11k | 144.39 |
| 2023-03-31 | $281k | 2.0k | 139.08 |
| 2022-12-31 | $1.9M | 13k | 146.02 |
| 2022-09-30 | $1.8M | 13k | 131.35 |
| 2022-06-30 | $2.2M | 16k | 136.53 |
| 2022-03-31 | $2.9M | 17k | 168.50 |
| 2021-12-31 | $3.9M | 21k | 182.01 |
| 2021-09-30 | $4.5M | 26k | 175.74 |
| 2021-06-30 | $4.4M | 26k | 173.57 |
| 2021-03-31 | $4.3M | 27k | 160.25 |
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