Allworth Financial’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Allworth Financial’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	$53.2K	Hold	997	–	–	﹤0.01%	2420
2026 Q1	$47.9K	Hold	997	–	–	﹤0.01%	2359
2025 Q4	$47.8K	Buy	997 +132	+15%	+$6.32K	﹤0.01%	2230
2025 Q3	$41.4K	Hold	865	–	–	﹤0.01%	2231
2025 Q2	$39.5K	Buy	865 +475	+122%	+$20.3K	﹤0.01%	2087
2025 Q1	$16.2K	Hold	390	–	–	﹤0.01%	2200
2024 Q4	$15.1K	Hold	390	–	–	﹤0.01%	2269
2024 Q3	$15.8K	Hold	390	–	–	﹤0.01%	2053
2024 Q2	$15.2K	Buy	+390	New	+$15.1K	﹤0.01%	2041
2022 Q3	–	Sell	-111	Closed	-$3K	–	2864
2022 Q2	$3K	Hold	111	–	–	﹤0.01%	1902
2022 Q1	$4K	Hold	111	–	–	﹤0.01%	1672
2021 Q4	$4K	Hold	111	–	–	﹤0.01%	1603
2021 Q3	$4K	Hold	111	–	–	﹤0.01%	1567
2021 Q2	$4K	Buy	111 +90	+429%	+$3.53K	﹤0.01%	1262
2021 Q1	$1K	Buy	+21	New	+$801	﹤0.01%	1397

Other funds holding IMTM

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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

Allworth Financial's IMTM Position: Q2 2026 in Review

Allworth Financial held its iShares MSCI Intl Momentum Factor ETF (IMTM) position steady in Q2 2026 at 997 shares worth $53.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2420.

Allworth Financial first reported a position in IMTM in Q1 2021 and has held it in 15 quarters since. 236 funds tracked by Wall St. Rank hold IMTM as of Q2 2026.

Allworth Financial held 997 shares of iShares MSCI Intl Momentum Factor ETF worth $53.2K as of Q2 2026.
Allworth Financial 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 Allworth Financial's portfolio in Q2 2026, its #2420 holding.
Allworth Financial first reported a position in iShares MSCI Intl Momentum Factor ETF in Q1 2021 and has held it in 15 quarters since.
236 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.