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Apella Capital’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Apella Capital’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 		$11.2M Sell
214,996
-6,974
-3% -$364K 0.16% 108
2026
Q1 		$11.7M Sell
221,970
-13,446
-6% -$674K 0.17% 99
2025
Q4 		$11.3M Sell
235,416
-19,570
-8% -$937K 0.22% 85
2025
Q3 		$12.1M Sell
254,986
-40,675
-14% -$1.88M 0.27% 79
2025
Q2 		$13.3M Sell
295,661
-48,804
-14% -$2.09M 0.36% 55
2025
Q1 		$13.3M Sell
344,465
-113,482
-25% -$4.49M 0.46% 44
2024
Q4 		$17.1M Sell
457,947
-88,047
-16% -$3.44M 0.66% 34
2024
Q3 		$21.8M Buy
545,994
+20,192
+4% +$790K 0.9% 28
2024
Q2 		$20.8M Buy
525,802
+20,572
+4% +$794K 0.93% 26
2024
Q1 		$19.6M Sell
505,230
-4,646
-0.9% -$169K 0.99% 26
2023
Q4 		$17.3M Sell
509,876
-3,984
-0.8% -$130K 0.96% 29
2023
Q3 		$16.2M Buy
513,860
+32,345
+7% +$1.06M 1.14% 25
2023
Q2 		$16M Buy
+481,515
New +$15.9M 1.14% 25
2022
Q4 		$10.3M Buy
334,528
+124,729
+59% +$3.71M 0.94% 29
2022
Q3 		$5.63M Buy
209,799
+86,921
+71% +$2.57M 0.66% 39
2022
Q2 		$3.68M Buy
+122,878
New +$3.98M 0.44% 49

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

Apella Capital's IMTM Position: Q2 2026 in Review

Apella Capital reduced its iShares MSCI Intl Momentum Factor ETF (IMTM) stake by 3.1% in Q2 2026, selling an estimated $364K and leaving 214,996 shares worth $11.2M. The position accounts for 0.16% of the portfolio, ranked #108.

Apella Capital first reported a position in IMTM in Q2 2022 and has held it in 16 quarters since. The position peaked at $21.8M in Q3 2024. 235 funds tracked by Wall St. Rank hold IMTM as of Q2 2026.

  • Apella Capital held 214,996 shares of iShares MSCI Intl Momentum Factor ETF worth $11.2M as of Q2 2026.
  • Apella Capital sold 6,974 iShares MSCI Intl Momentum Factor ETF shares in Q2 2026, an estimated $364K.
  • iShares MSCI Intl Momentum Factor ETF made up 0.16% of Apella Capital's portfolio in Q2 2026, its #108 holding.
  • Apella Capital first reported a position in iShares MSCI Intl Momentum Factor ETF in Q2 2022 and has held it in 16 quarters since.
  • Apella Capital's iShares MSCI Intl Momentum Factor ETF position peaked at $21.8M in Q3 2024.
  • 235 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.