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Alexis Investment Partners’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Alexis Investment Partners’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 		$7.76M Sell
146,985
-48,051
-25% -$2.51M 4.54% 10
2026
Q1 		$9.02M Buy
195,036
+30,567
+19% +$1.53M 6.21% 1
2025
Q4 		$7.92M Buy
164,469
+21,458
+15% +$1.03M 2.95% 9
2025
Q3 		$6.81M Buy
143,011
+38,113
+36% +$1.76M 0.58% 12
2025
Q2 		$4.76M Buy
+104,898
New +$4.48M 2.05% 15

Other funds holding IMTM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 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
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
SPWM
Straight Path Wealth Management Jenison, Michigan $428M AUM 26.3% 1-Year Est. Return
FCT
Family Capital Trust Peabody, Massachusetts $307M AUM 13.97% 1-Year Est. Return

Alexis Investment Partners's IMTM Position: Q2 2026 in Review

Alexis Investment Partners reduced its iShares MSCI Intl Momentum Factor ETF (IMTM) stake by 25% in Q2 2026, selling an estimated $2.51M and leaving 146,985 shares worth $7.76M. The position accounts for 4.54% of the portfolio, ranked #10.

Alexis Investment Partners first reported a position in IMTM in Q2 2025 and has held it in 5 quarters since. The position peaked at $9.02M in Q1 2026. 101 funds tracked by Wall St. Rank hold IMTM as of Q2 2026.

  • Alexis Investment Partners held 146,985 shares of iShares MSCI Intl Momentum Factor ETF worth $7.76M as of Q2 2026.
  • Alexis Investment Partners sold 48,051 iShares MSCI Intl Momentum Factor ETF shares in Q2 2026, an estimated $2.51M.
  • iShares MSCI Intl Momentum Factor ETF made up 4.54% of Alexis Investment Partners's portfolio in Q2 2026, its #10 holding.
  • Alexis Investment Partners first reported a position in iShares MSCI Intl Momentum Factor ETF in Q2 2025 and has held it in 5 quarters since.
  • Alexis Investment Partners's iShares MSCI Intl Momentum Factor ETF position peaked at $9.02M in Q1 2026.
  • 101 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2026.

Based on Alexis Investment Partners's 13F filing for Q2 2026, filed 23 Jul 2026.