Advisory Alpha’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Advisory Alpha’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	$693K	Hold	13,003	–	–	0.02%	288
2026 Q1	$624K	Hold	13,003	–	–	0.02%	281
2025 Q4	$624K	Sell	13,003 -49	-0.4%	-$2.35K	0.02%	262
2025 Q3	$625K	Buy	13,052 +49	+0.4%	+$2.27K	0.02%	262
2025 Q2	$594K	Hold	13,003	–	–	0.02%	246
2025 Q1	$519K	Hold	13,003	–	–	0.02%	244
2024 Q4	$486K	Hold	13,003	–	–	0.02%	238
2024 Q3	$525K	Hold	13,003	–	–	0.02%	229
2024 Q2	$503K	Hold	13,003	–	–	0.02%	208
2024 Q1	$510K	Hold	13,003	–	–	0.02%	211
2023 Q4	$446K	Hold	13,003	–	–	0.02%	210
2023 Q3	$409K	Buy	+13,003	New	+$425K	0.02%	212

Other funds holding IMTM

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Advisory Alpha's IMTM Position: Q2 2026 in Review

Advisory Alpha held its iShares MSCI Intl Momentum Factor ETF (IMTM) position steady in Q2 2026 at 13,003 shares worth $693K. The position accounts for 0.02% of the portfolio, ranked #288.

Advisory Alpha first reported a position in IMTM in Q3 2023 and has held it in 12 quarters since. 236 funds tracked by Wall St. Rank hold IMTM as of Q2 2026.

Advisory Alpha held 13,003 shares of iShares MSCI Intl Momentum Factor ETF worth $693K as of Q2 2026.
Advisory Alpha left its iShares MSCI Intl Momentum Factor ETF share count unchanged in Q2 2026.
iShares MSCI Intl Momentum Factor ETF made up 0.02% of Advisory Alpha's portfolio in Q2 2026, its #288 holding.
Advisory Alpha first reported a position in iShares MSCI Intl Momentum Factor ETF in Q3 2023 and has held it in 12 quarters since.
236 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2026.

Based on Advisory Alpha's 13F filing for Q2 2026, filed 11 Aug 2026.