Arax Advisory Partners’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Arax Advisory 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	$26.7K	Hold	501	–	–	﹤0.01%	3760
2026 Q1	$24.1K	Hold	501	–	–	﹤0.01%	2016
2025 Q4	$24K	Buy	+501	New	+$24K	﹤0.01%	2013
2025 Q3	–	Sell	-501	Closed	-$22.9K	–	3947
2025 Q2	$22.9K	Sell	501 -49	-9%	-$2.09K	﹤0.01%	1603
2025 Q1	$22K	Buy	+550	New	+$21.8K	﹤0.01%	1265

Other funds holding IMTM

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

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 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

Arax Advisory Partners's IMTM Position: Q2 2026 in Review

Arax Advisory Partners held its iShares MSCI Intl Momentum Factor ETF (IMTM) position steady in Q2 2026 at 501 shares worth $26.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3760.

Arax Advisory Partners first reported a position in IMTM in Q1 2025 and has held it in 5 quarters since. 235 funds tracked by Wall St. Rank hold IMTM as of Q2 2026.

Arax Advisory Partners held 501 shares of iShares MSCI Intl Momentum Factor ETF worth $26.7K as of Q2 2026.
Arax Advisory Partners 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 Arax Advisory Partners's portfolio in Q2 2026, its #3760 holding.
Arax Advisory Partners first reported a position in iShares MSCI Intl Momentum Factor ETF in Q1 2025 and has held it in 5 quarters since.
235 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.