3LCM
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3D/L Capital Management’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

3D/L Capital 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
2021
Q3 		– Sell
-13,651
Closed -$528K – 132
2021
Q2 		$528K Buy
13,651
+1,580
+13% +$62K 0.13% 63
2021
Q1 		$454K Buy
12,071
+1,001
+9% +$38.2K 0.12% 65
2020
Q4 		$0 Buy
+11,070
New +$391K ﹤0.01% 105

Other funds holding IMTM

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.8B AUM 19.39% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
ACA
Atlas Capital Advisors Jackson, Wyoming $875M AUM
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

3D/L Capital Management's IMTM Position: Q3 2021 in Review

3D/L Capital Management sold out of iShares MSCI Intl Momentum Factor ETF (IMTM) in Q3 2021, closing a stake of 13,651 shares — an estimated $528K sold.

3D/L Capital Management first reported a position in IMTM in Q4 2020 and held it in 3 quarters. The position peaked at $528K in Q2 2021. 94 funds tracked by Wall St. Rank hold IMTM as of Q3 2021.

  • 3D/L Capital Management reported no remaining iShares MSCI Intl Momentum Factor ETF position as of Q3 2021 after selling out during the quarter.
  • 3D/L Capital Management sold 13,651 iShares MSCI Intl Momentum Factor ETF shares in Q3 2021, an estimated $528K.
  • 3D/L Capital Management first reported a position in iShares MSCI Intl Momentum Factor ETF in Q4 2020 and held it in 3 quarters.
  • 3D/L Capital Management's iShares MSCI Intl Momentum Factor ETF position peaked at $528K in Q2 2021.
  • 94 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q3 2021.

Based on 3D/L Capital Management's 13F filing for Q3 2021, filed 12 Nov 2021.