1900 Wealth Management’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

1900 Wealth Management’s Portfolio IMTM Stock Details IMTM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.28M	Buy	80,306 +84	+0.1%	+$4.38K	0.24%	59
2026 Q1	$3.85M	Sell	80,222 -137	-0.2%	-$6.87K	0.25%	59
2025 Q4	$3.85M	Buy	80,359 +198	+0.2%	+$9.48K	0.25%	56
2025 Q3	$3.84M	Sell	80,161 -3,552	-4%	-$164K	0.26%	53
2025 Q2	$3.82M	Sell	83,713 -513	-0.6%	-$21.9K	0.29%	51
2025 Q1	$3.36M	Sell	84,226 -1,269	-1%	-$50.2K	0.28%	53
2024 Q4	$3.2M	Sell	85,495 -844	-1%	-$33K	0.27%	56
2024 Q3	$3.49M	Sell	86,339 -959	-1%	-$37.5K	0.3%	54
2024 Q2	$3.38M	Sell	87,298 -22,328	-20%	-$862K	0.32%	54
2024 Q1	$4.3M	Sell	109,626 -102,062	-48%	-$3.72M	0.39%	49
2023 Q4	$7.26M	Sell	211,688 -64,904	-23%	-$2.11M	0.67%	32
2023 Q3	$8.71M	Sell	276,592 -125,209	-31%	-$4.09M	0.87%	25
2023 Q2	$13.3M	Sell	401,801 -25,971	-6%	-$856K	1.37%	19
2023 Q1	$13.3M	Sell	427,772 -13,709	-3%	-$436K	1.43%	18
2022 Q4	$13.6M	Sell	441,481 -28,928	-6%	-$859K	1.48%	18
2022 Q3	$12.6M	Sell	470,409 -9,892	-2%	-$292K	1.48%	20
2022 Q2	$14.4M	Sell	480,301 -47,569	-9%	-$1.54M	1.57%	20
2022 Q1	$18.7M	Sell	527,870 -296,827	-36%	-$10.6M	1.78%	15
2021 Q4	$31.4M	Buy	824,697 +21,353	+3%	+$833K	2.84%	8
2021 Q3	$30.6M	Sell	803,344 -85,908	-10%	-$3.37M	2.97%	8
2021 Q2	$34.4M	Sell	889,252 -151,802	-15%	-$5.96M	3.29%	7
2021 Q1	$39.1M	Sell	1,041,054 -16,455	-2%	-$628K	2.96%	7
2020 Q4	$39.8M	Buy	+1,057,509	New	+$37.3M	4.65%	5

Other funds holding IMTM

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

1900 Wealth Management's IMTM Position: Q2 2026 in Review

1900 Wealth Management increased its iShares MSCI Intl Momentum Factor ETF (IMTM) stake by 0.1% in Q2 2026, buying an estimated $4.38K and bringing the position to 80,306 shares worth $4.28M. The position accounts for 0.24% of the portfolio, ranked #59.

1900 Wealth Management first reported a position in IMTM in Q4 2020 and has held it in 23 quarters since. The position peaked at $39.8M in Q4 2020. 236 funds tracked by Wall St. Rank hold IMTM as of Q2 2026.

1900 Wealth Management held 80,306 shares of iShares MSCI Intl Momentum Factor ETF worth $4.28M as of Q2 2026.
1900 Wealth Management bought 84 iShares MSCI Intl Momentum Factor ETF shares in Q2 2026, an estimated $4.38K.
iShares MSCI Intl Momentum Factor ETF made up 0.24% of 1900 Wealth Management's portfolio in Q2 2026, its #59 holding.
1900 Wealth Management first reported a position in iShares MSCI Intl Momentum Factor ETF in Q4 2020 and has held it in 23 quarters since.
1900 Wealth Management's iShares MSCI Intl Momentum Factor ETF position peaked at $39.8M in Q4 2020.
236 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2026.

Based on 1900 Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.