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

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

Historical chart of Kingswood 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 Kingswood 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 Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.6M 19k 187.35
2023-12-31 $3.1M 20k 156.89
2023-09-30 $572k 4.1k 140.51
2023-06-30 $3.0M 21k 144.25

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Ishares Core S&p 500 Exchange Traded Fund (IVV)
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View all positions for Kingswood Wealth Advisors

Top funds holding Ishares Tr Msci Usa Momentum Factor

Envestnet Asset Management
Mercer Global Advisors
Raymond James & Associates
BlackRock
Bank of America Corporation
Assetmark
Morgan Stanley
State Treasurer State Of Michigan
Citadel Advisors
Ronald Blue Trust
Savant Capital Management
HPM Partners
Wealth Enhancement Advisory Services
CWM
Empirical Financial Services, LLC d/b/a Empirical Wealth Management

View all funds holding Ishares Tr Msci Usa Momentum Factor