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Archvest Wealth Advisors’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Archvest Wealth Advisors’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 		$9.81M Sell
183,959
-1,030
-0.6% -$53.8K 5.68% 5
2026
Q1 		$8.88M Buy
184,989
+6,660
+4% +$334K 5.73% 5
2025
Q4 		$8.55M Buy
178,329
+407
+0.2% +$19.5K 5.46% 5
2025
Q3 		$8.52M Buy
177,922
+5,883
+3% +$272K 7.55% 4
2025
Q2 		$7.86M Buy
172,039
+9,407
+6% +$402K 6.85% 4
2025
Q1 		$6.5M Buy
162,632
+13,341
+9% +$528K 5.37% 6
2024
Q4 		$5.58M Buy
149,291
+129,038
+637% +$5.04M 4.05% 9
2024
Q3 		$818K Buy
+20,253
New +$792K 0.52% 35

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

Archvest Wealth Advisors's IMTM Position: Q2 2026 in Review

Archvest Wealth Advisors reduced its iShares MSCI Intl Momentum Factor ETF (IMTM) stake by 0.56% in Q2 2026, selling an estimated $53.8K and leaving 183,959 shares worth $9.81M. The position accounts for 5.68% of the portfolio, ranked #5.

Archvest Wealth Advisors first reported a position in IMTM in Q3 2024 and has held it in 8 quarters since. 236 funds tracked by Wall St. Rank hold IMTM as of Q2 2026.

  • Archvest Wealth Advisors held 183,959 shares of iShares MSCI Intl Momentum Factor ETF worth $9.81M as of Q2 2026.
  • Archvest Wealth Advisors sold 1,030 iShares MSCI Intl Momentum Factor ETF shares in Q2 2026, an estimated $53.8K.
  • iShares MSCI Intl Momentum Factor ETF made up 5.68% of Archvest Wealth Advisors's portfolio in Q2 2026, its #5 holding.
  • Archvest Wealth Advisors first reported a position in iShares MSCI Intl Momentum Factor ETF in Q3 2024 and has held it in 8 quarters since.
  • 236 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2026.

Based on Archvest Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.