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Arlington Financial Advisors’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Arlington Financial 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
2025
Q4 		– Sell
-9,004
Closed -$431K – 117
2025
Q3 		$431K Buy
+9,004
New +$417K 0.06% 69

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 $67.3B AUM 21.9% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Arlington Financial Advisors's IMTM Position: Q4 2025 in Review

Arlington Financial Advisors sold out of iShares MSCI Intl Momentum Factor ETF (IMTM) in Q4 2025, closing a stake of 9,004 shares — an estimated $431K sold.

Arlington Financial Advisors first reported a position in IMTM in Q3 2025 and held it in 1 quarter. The position peaked at $431K in Q3 2025. 228 funds tracked by Wall St. Rank hold IMTM as of Q4 2025.

  • Arlington Financial Advisors reported no remaining iShares MSCI Intl Momentum Factor ETF position as of Q4 2025 after selling out during the quarter.
  • Arlington Financial Advisors sold 9,004 iShares MSCI Intl Momentum Factor ETF shares in Q4 2025, an estimated $431K.
  • Arlington Financial Advisors first reported a position in iShares MSCI Intl Momentum Factor ETF in Q3 2025 and held it in 1 quarter.
  • Arlington Financial Advisors's iShares MSCI Intl Momentum Factor ETF position peaked at $431K in Q3 2025.
  • 228 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q4 2025.

Based on Arlington Financial Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.