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

Advisory Services Network’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	$567K	Sell	10,626 -1,249	-11%	-$65.2K	0.01%	1336
2026 Q1	$570K	Buy	11,875 +985	+9%	+$49.4K	0.01%	1213
2025 Q4	$522K	Buy	10,890 +360	+3%	+$17.2K	0.01%	1192
2025 Q3	$504K	Hold	10,530	–	–	0.01%	1186
2025 Q2	$471K	Buy	10,530 +620	+6%	+$26.5K	0.01%	1180
2025 Q1	$396K	Buy	+9,910	New	+$392K	0.01%	1167
2024 Q1	–	Sell	-1	Closed	-$34	–	2529
2023 Q4	$34	Buy	+1	New	+$33	﹤0.01%	3826
2023 Q2	–	Sell	-1	Closed	-$32	–	2505
2023 Q1	$32	Hold	1	–	–	﹤0.01%	3939
2022 Q4	$31	Buy	+1	New	+$30	﹤0.01%	3954
2021 Q3	–	Sell	-346	Closed	-$13K	–	2304
2021 Q2	$13K	Sell	346 -50,825	-99%	-$1.99M	﹤0.01%	2683
2021 Q1	$1.92M	Buy	+51,171	New	+$1.95M	0.07%	356
2020 Q4	–	Sell	-2,953	Closed	-$100K	–	3486
2020 Q3	$100K	Buy	+2,953	New	+$98.8K	﹤0.01%	1263

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 Services Network's IMTM Position: Q2 2026 in Review

Advisory Services Network reduced its iShares MSCI Intl Momentum Factor ETF (IMTM) stake by 11% in Q2 2026, selling an estimated $65.2K and leaving 10,626 shares worth $567K. The position accounts for 0.01% of the portfolio, ranked #1336.

Advisory Services Network first reported a position in IMTM in Q3 2020 and has held it in 12 quarters since. The position peaked at $1.92M in Q1 2021. 235 funds tracked by Wall St. Rank hold IMTM as of Q2 2026.

Advisory Services Network held 10,626 shares of iShares MSCI Intl Momentum Factor ETF worth $567K as of Q2 2026.
Advisory Services Network sold 1,249 iShares MSCI Intl Momentum Factor ETF shares in Q2 2026, an estimated $65.2K.
iShares MSCI Intl Momentum Factor ETF made up 0.01% of Advisory Services Network's portfolio in Q2 2026, its #1336 holding.
Advisory Services Network first reported a position in iShares MSCI Intl Momentum Factor ETF in Q3 2020 and has held it in 12 quarters since.
Advisory Services Network's iShares MSCI Intl Momentum Factor ETF position peaked at $1.92M in Q1 2021.
235 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.