3D Asset Management’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

3D Asset 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
2020 Q3	$403K	Sell	11,866 -3,367	-22%	-$113K	0.11%	42
2020 Q2	$478K	Sell	15,233 -3,264	-18%	-$94.8K	0.13%	36
2020 Q1	$489K	Buy	18,497 +1,100	+6%	+$32.9K	0.15%	31
2019 Q4	$542K	Buy	17,397 +600	+4%	+$18.1K	0.13%	36
2019 Q3	$493K	Buy	16,797 +2,234	+15%	+$65.7K	0.12%	38
2019 Q2	$433K	Buy	14,563 +344	+2%	+$9.95K	0.11%	42
2019 Q1	$406K	Buy	14,219 +1,031	+8%	+$28.4K	0.1%	42
2018 Q4	$338K	Buy	13,188 +140	+1%	+$3.84K	0.09%	45
2018 Q3	$397K	Buy	13,048 +979	+8%	+$29.2K	0.09%	46
2018 Q2	$358K	Buy	+12,069	New	+$371K	0.09%	48

Other funds holding IMTM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

SWM

Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

3D Asset Management's IMTM Position: Q3 2020 in Review

3D Asset Management reduced its iShares MSCI Intl Momentum Factor ETF (IMTM) stake by 22% in Q3 2020, selling an estimated $113K and leaving 11,866 shares worth $403K. The position accounts for 0.11% of the portfolio, ranked #42.

3D Asset Management first reported a position in IMTM in Q2 2018 and has held it in 10 quarters since. The position peaked at $542K in Q4 2019. 68 funds tracked by Wall St. Rank hold IMTM as of Q3 2020.

3D Asset Management held 11,866 shares of iShares MSCI Intl Momentum Factor ETF worth $403K as of Q3 2020.
3D Asset Management sold 3,367 iShares MSCI Intl Momentum Factor ETF shares in Q3 2020, an estimated $113K.
iShares MSCI Intl Momentum Factor ETF made up 0.11% of 3D Asset Management's portfolio in Q3 2020, its #42 holding.
3D Asset Management first reported a position in iShares MSCI Intl Momentum Factor ETF in Q2 2018 and has held it in 10 quarters since.
3D Asset Management's iShares MSCI Intl Momentum Factor ETF position peaked at $542K in Q4 2019.
68 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q3 2020.

Based on 3D Asset Management's 13F filing for Q3 2020, filed 9 Nov 2020.