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

Arkadios 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	–	Sell	-10,811	Closed	-$519K	–	1822
2026 Q1	$519K	Buy	+10,811	New	+$542K	0.01%	1094
2021 Q2	–	Sell	-283	Closed	-$10K	–	1985
2021 Q1	$10K	Hold	283	–	–	﹤0.01%	1191
2020 Q4	$10K	Buy	+283	New	+$9.99K	﹤0.01%	957

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

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

Arkadios Wealth Advisors sold out of iShares MSCI Intl Momentum Factor ETF (IMTM) in Q2 2026, closing a stake of 10,811 shares — an estimated $519K sold.

Arkadios Wealth Advisors first reported a position in IMTM in Q4 2020 and held it in 3 quarters. The position peaked at $519K in Q1 2026. 236 funds tracked by Wall St. Rank hold IMTM as of Q2 2026.

Arkadios Wealth Advisors reported no remaining iShares MSCI Intl Momentum Factor ETF position as of Q2 2026 after selling out during the quarter.
Arkadios Wealth Advisors sold 10,811 iShares MSCI Intl Momentum Factor ETF shares in Q2 2026, an estimated $519K.
Arkadios Wealth Advisors first reported a position in iShares MSCI Intl Momentum Factor ETF in Q4 2020 and held it in 3 quarters.
Arkadios Wealth Advisors's iShares MSCI Intl Momentum Factor ETF position peaked at $519K in Q1 2026.
236 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.