Advisornet Financial’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Advisornet Financial’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
2025 Q1	–	Sell	-215	Closed	-$8.04K	–	2213
2024 Q4	$8.04K	Buy	+215	New	+$8.39K	﹤0.01%	1373
2022 Q4	–	Sell	-192	Closed	-$5K	–	2430
2022 Q3	$5K	Sell	192 -24	-11%	-$710	﹤0.01%	1516
2022 Q2	$6K	Hold	216	–	–	﹤0.01%	1468
2022 Q1	$8K	Sell	216 -5	-2%	-$178	﹤0.01%	1495
2021 Q4	$8K	Buy	221 +6	+3%	+$234	﹤0.01%	1548
2021 Q3	$8K	Hold	215	–	–	﹤0.01%	1509
2021 Q2	$8K	Buy	215 +23	+12%	+$902	﹤0.01%	1464
2021 Q1	$7K	Buy	192 +178	+1,271%	+$6.79K	﹤0.01%	1441
2020 Q4	$1K	Buy	+14	New	+$494	﹤0.01%	1603

Other funds holding IMTM

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

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

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

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

RWM

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

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

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

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

AIM

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

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

Advisornet Financial's IMTM Position: Q1 2025 in Review

Advisornet Financial sold out of iShares MSCI Intl Momentum Factor ETF (IMTM) in Q1 2025, closing a stake of 215 shares — an estimated $8.04K sold.

Advisornet Financial first reported a position in IMTM in Q4 2020 and held it in 9 quarters. The position peaked at $8.04K in Q4 2024. 168 funds tracked by Wall St. Rank hold IMTM as of Q1 2025.

Advisornet Financial reported no remaining iShares MSCI Intl Momentum Factor ETF position as of Q1 2025 after selling out during the quarter.
Advisornet Financial sold 215 iShares MSCI Intl Momentum Factor ETF shares in Q1 2025, an estimated $8.04K.
Advisornet Financial first reported a position in iShares MSCI Intl Momentum Factor ETF in Q4 2020 and held it in 9 quarters.
Advisornet Financial's iShares MSCI Intl Momentum Factor ETF position peaked at $8.04K in Q4 2024.
168 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q1 2025.

Based on Advisornet Financial's 13F filing for Q1 2025, filed 7 Apr 2025.