AWM
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AE Wealth Management’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

AE Wealth Management’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 		$167K Buy
3,126
+499
+19% +$26K ﹤0.01% 1771
2026
Q1 		$126K Sell
2,627
-43
-2% -$2.15K ﹤0.01% 1731
2025
Q4 		$128K Buy
2,670
+459
+21% +$22K ﹤0.01% 1627
2025
Q3 		$106K Sell
2,211
-12
-0.5% -$555 ﹤0.01% 1554
2025
Q2 		$102K Buy
2,223
+277
+14% +$11.8K ﹤0.01% 1475
2025
Q1 		$77.7K Buy
1,946
+40
+2% +$1.58K ﹤0.01% 1502
2024
Q4 		$71.3K Buy
+1,906
New +$74.4K ﹤0.01% 1496
2024
Q1 		– Sell
-8,578
Closed -$300K – 1564
2023
Q4 		$300K Buy
+8,578
New +$279K ﹤0.01% 1699
2023
Q1 		– Sell
-49,318
Closed -$1.52M – 1943
2022
Q4 		$1.52M Sell
49,318
-5,387
-10% -$160K 0.01% 842
2022
Q3 		$1.47M Sell
54,705
-554
-1% -$16.4K 0.01% 807
2022
Q2 		$1.65M Buy
55,259
+200
+0.4% +$6.48K 0.01% 726
2022
Q1 		$1.95M Buy
55,059
+1,886
+4% +$67.1K 0.01% 708
2021
Q4 		$2.02M Sell
53,173
-6,899
-11% -$269K 0.01% 697
2021
Q3 		$2.29M Buy
+60,072
New +$2.36M 0.02% 606
2020
Q1 		– Sell
-25,273
Closed -$788K – 1197
2019
Q4 		$788K Buy
25,273
+14,096
+126% +$425K 0.02% 585
2019
Q3 		$328K Buy
+11,177
New +$329K 0.01% 751

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

AE Wealth Management's IMTM Position: Q2 2026 in Review

AE Wealth Management increased its iShares MSCI Intl Momentum Factor ETF (IMTM) stake by 19% in Q2 2026, buying an estimated $26K and bringing the position to 3,126 shares worth $167K. The position accounts for ﹤0.01% of the portfolio, ranked #1771.

AE Wealth Management first reported a position in IMTM in Q3 2019 and has held it in 16 quarters since. The position peaked at $2.29M in Q3 2021. 236 funds tracked by Wall St. Rank hold IMTM as of Q2 2026.

  • AE Wealth Management held 3,126 shares of iShares MSCI Intl Momentum Factor ETF worth $167K as of Q2 2026.
  • AE Wealth Management bought 499 iShares MSCI Intl Momentum Factor ETF shares in Q2 2026, an estimated $26K.
  • iShares MSCI Intl Momentum Factor ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1771 holding.
  • AE Wealth Management first reported a position in iShares MSCI Intl Momentum Factor ETF in Q3 2019 and has held it in 16 quarters since.
  • AE Wealth Management's iShares MSCI Intl Momentum Factor ETF position peaked at $2.29M in Q3 2021.
  • 236 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.