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 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	$39.1K	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 $67.6B AUM 18.3% 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 $5.76B AUM 24.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.75B AUM 15.4% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

1900 Wealth Management's IMTM Position: Q1 2026 in Review

1900 Wealth Management reduced its iShares MSCI Intl Momentum Factor ETF (IMTM) stake by 0.17% in Q1 2026, selling an estimated $6.87K and leaving 80,222 shares worth $3.85M. The position accounts for 0.25% of the portfolio, ranked #59.

1900 Wealth Management first reported a position in IMTM in Q4 2020 and has held it in 22 quarters since. The position peaked at $39.8M in Q4 2020. 231 funds tracked by Wall St. Rank hold IMTM as of Q1 2026.

1900 Wealth Management held 80,222 shares of iShares MSCI Intl Momentum Factor ETF worth $3.85M as of Q1 2026.
1900 Wealth Management sold 137 iShares MSCI Intl Momentum Factor ETF shares in Q1 2026, an estimated $6.87K.
iShares MSCI Intl Momentum Factor ETF made up 0.25% of 1900 Wealth Management's portfolio in Q1 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 22 quarters since.
1900 Wealth Management's iShares MSCI Intl Momentum Factor ETF position peaked at $39.8M in Q4 2020.
231 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q1 2026.

Based on 1900 Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.