APFP
IMTM icon

Action Point Financial Planning’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Action Point Financial Planning’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 		$12.3K Buy
+231
New +$12.1K ﹤0.01% 1367

Other funds holding IMTM

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Action Point Financial Planning's IMTM Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in iShares MSCI Intl Momentum Factor ETF (IMTM) in Q2 2026: 231 shares worth $12.3K. The stake represents ﹤0.01% of the portfolio and ranks #1367 among its holdings.

235 funds tracked by Wall St. Rank hold IMTM as of Q2 2026.

  • Action Point Financial Planning held 231 shares of iShares MSCI Intl Momentum Factor ETF worth $12.3K as of Q2 2026.
  • iShares MSCI Intl Momentum Factor ETF was a new Action Point Financial Planning position in Q2 2026.
  • iShares MSCI Intl Momentum Factor ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1367 holding.
  • 235 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.