AWA
IMTM icon

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
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
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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 $5.76B AUM 24.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.75B AUM 15.4% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Arkadios Wealth Advisors's IMTM Position: Q1 2026 in Review

Arkadios Wealth Advisors opened a new position in iShares MSCI Intl Momentum Factor ETF (IMTM) in Q1 2026: 10,811 shares worth $519K. The stake represents 0.01% of the portfolio and ranks #1094 among its holdings. This is a return to the name: Arkadios Wealth Advisors previously reported a position in IMTM as recently as Q1 2021.

Arkadios Wealth Advisors first reported a position in IMTM in Q4 2020 and has held it in 3 quarters since. 231 funds tracked by Wall St. Rank hold IMTM as of Q1 2026.

  • Arkadios Wealth Advisors held 10,811 shares of iShares MSCI Intl Momentum Factor ETF worth $519K as of Q1 2026.
  • iShares MSCI Intl Momentum Factor ETF was a new Arkadios Wealth Advisors position in Q1 2026.
  • iShares MSCI Intl Momentum Factor ETF made up 0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #1094 holding.
  • Arkadios Wealth Advisors first reported a position in iShares MSCI Intl Momentum Factor ETF in Q4 2020 and has held it in 3 quarters since.
  • 231 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.