Apella Capital
IMTM icon

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
Q3 		$10.8M Sell
205,961
-9,035
-4% -$479K 0.14% 120
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 		$5.64M 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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Armbruster Capital Management
Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return
SPA
Shore Point Advisors Brielle, New Jersey $315M AUM 12.9% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Financial Partners Group (Kansas)
Financial Partners Group (Kansas) Overland Park, Kansas $964M AUM 20.66% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Atwood & Palmer
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
Wealth Enhancement Trust Services
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return

Apella Capital's IMTM Position: Q3 2026 in Review

Apella Capital reduced its iShares MSCI Intl Momentum Factor ETF (IMTM) stake by 4.2% in Q3 2026, selling an estimated $479K and leaving 205,961 shares worth $10.8M. The position accounts for 0.14% of the portfolio, ranked #120.

Apella Capital first reported a position in IMTM in Q2 2022 and has held it in 17 quarters since. The position peaked at $21.8M in Q3 2024. 41 funds tracked by Wall St. Rank hold IMTM as of Q3 2026.

  • Apella Capital held 205,961 shares of iShares MSCI Intl Momentum Factor ETF worth $10.8M as of Q3 2026.
  • Apella Capital sold 9,035 iShares MSCI Intl Momentum Factor ETF shares in Q3 2026, an estimated $479K.
  • iShares MSCI Intl Momentum Factor ETF made up 0.14% of Apella Capital's portfolio in Q3 2026, its #120 holding.
  • Apella Capital first reported a position in iShares MSCI Intl Momentum Factor ETF in Q2 2022 and has held it in 17 quarters since.
  • Apella Capital's iShares MSCI Intl Momentum Factor ETF position peaked at $21.8M in Q3 2024.
  • 41 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.