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 Q3	$4.23M	Hold	80,306	–	–	0.23%	60
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%	-$6.86K	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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return

SPA

Shore Point Advisors Brielle, New Jersey $315M AUM 12.9% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Financial Partners Group (Kansas) Overland Park, Kansas $964M AUM 20.66% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

1900 Wealth Management's IMTM Position: Q3 2026 in Review

1900 Wealth Management held its iShares MSCI Intl Momentum Factor ETF (IMTM) position steady in Q3 2026 at 80,306 shares worth $4.23M. The position accounts for 0.23% of the portfolio, ranked #60.

1900 Wealth Management first reported a position in IMTM in Q4 2020 and has held it in 24 quarters since. The position peaked at $39.8M in Q4 2020. 50 funds tracked by Wall St. Rank hold IMTM as of Q3 2026.

1900 Wealth Management held 80,306 shares of iShares MSCI Intl Momentum Factor ETF worth $4.23M as of Q3 2026.
1900 Wealth Management left its iShares MSCI Intl Momentum Factor ETF share count unchanged in Q3 2026.
iShares MSCI Intl Momentum Factor ETF made up 0.23% of 1900 Wealth Management's portfolio in Q3 2026, its #60 holding.
1900 Wealth Management first reported a position in iShares MSCI Intl Momentum Factor ETF in Q4 2020 and has held it in 24 quarters since.
1900 Wealth Management's iShares MSCI Intl Momentum Factor ETF position peaked at $39.8M in Q4 2020.
50 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q3 2026.

Based on 1900 Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.