Adroit Compliance’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Adroit Compliance’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
2023 Q4	$18.5M	Buy	+540,201	New	+$17.6M	3.86%	7

Other funds holding IMTM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

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

RWM

Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return

KFAA

Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

ACM

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

Adroit Compliance's IMTM Position: Q4 2023 in Review

Adroit Compliance opened a new position in iShares MSCI Intl Momentum Factor ETF (IMTM) in Q4 2023: 540,201 shares worth $18.5M. The stake represents 3.86% of the portfolio and ranks #7 among its holdings.

115 funds tracked by Wall St. Rank hold IMTM as of Q4 2023.

Adroit Compliance held 540,201 shares of iShares MSCI Intl Momentum Factor ETF worth $18.5M as of Q4 2023.
iShares MSCI Intl Momentum Factor ETF was a new Adroit Compliance position in Q4 2023.
iShares MSCI Intl Momentum Factor ETF made up 3.86% of Adroit Compliance's portfolio in Q4 2023, its #7 holding.
115 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q4 2023.

Based on Adroit Compliance's 13F filing for Q4 2023, filed 8 Feb 2024.