Alesco Advisors’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Alesco Advisors’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	$337K	Hold	6,325	–	–	0.01%	181
2026 Q1	$304K	Hold	6,325	–	–	0.01%	204
2025 Q4	$303K	Hold	6,325	–	–	0.01%	166
2025 Q3	$303K	Hold	6,325	–	–	0.01%	168
2025 Q2	$289K	Hold	6,325	–	–	0.01%	163
2025 Q1	$253K	Hold	6,325	–	–	0.01%	166
2024 Q4	$237K	Hold	6,325	–	–	0.01%	169
2024 Q3	$255K	Hold	6,325	–	–	0.01%	160
2024 Q2	$245K	Hold	6,325	–	–	0.01%	163
2024 Q1	$248K	Hold	6,325	–	–	0.01%	166
2023 Q4	$217K	Buy	+6,325	New	+$206K	0.01%	165
2023 Q3	–	Sell	-6,325	Closed	-$210K	–	171
2023 Q2	$210K	Hold	6,325	–	–	0.01%	160
2023 Q1	$204K	Sell	6,325 -5,500	-47%	-$175K	0.01%	158
2022 Q4	$365K	Buy	+11,825	New	+$351K	0.01%	128

Other funds holding IMTM

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AIM

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

ACM

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

SPA

Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return

CWM

Cabot Wealth Management Salem, Massachusetts $982M AUM 21.85% 1-Year Est. Return

Alesco Advisors's IMTM Position: Q2 2026 in Review

Alesco Advisors held its iShares MSCI Intl Momentum Factor ETF (IMTM) position steady in Q2 2026 at 6,325 shares worth $337K. The position accounts for 0.01% of the portfolio, ranked #181.

Alesco Advisors first reported a position in IMTM in Q4 2022 and has held it in 14 quarters since. The position peaked at $365K in Q4 2022. 143 funds tracked by Wall St. Rank hold IMTM as of Q2 2026.

Alesco Advisors held 6,325 shares of iShares MSCI Intl Momentum Factor ETF worth $337K as of Q2 2026.
Alesco Advisors left its iShares MSCI Intl Momentum Factor ETF share count unchanged in Q2 2026.
iShares MSCI Intl Momentum Factor ETF made up 0.01% of Alesco Advisors's portfolio in Q2 2026, its #181 holding.
Alesco Advisors first reported a position in iShares MSCI Intl Momentum Factor ETF in Q4 2022 and has held it in 14 quarters since.
Alesco Advisors's iShares MSCI Intl Momentum Factor ETF position peaked at $365K in Q4 2022.
143 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2026.

Based on Alesco Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.