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AssetMark Inc’s
iShares MSCI Intl Momentum Factor ETF
IMTM
Stock Holding History
AssetMark Inc’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
$46.7K
Sell
973
-158
-14%
-$7.92K
﹤0.01%
1770
2025
Q4
$54.3K
Buy
1,131
+164
+17%
+$7.85K
﹤0.01%
1692
2025
Q3
$46.3K
Hold
967
–
–
﹤0.01%
1657
2025
Q2
$44.2K
Sell
967
-674
-41%
-$28.8K
﹤0.01%
1601
2025
Q1
$65.5K
Buy
1,641
+654
+66%
+$25.9K
﹤0.01%
1375
2024
Q4
$36.9K
Sell
987
-20
-2%
-$781
﹤0.01%
1505
2024
Q3
$40.7K
Buy
+1,007
New
+$39.4K
﹤0.01%
1337
2024
Q2
–
Sell
-89
Closed
-$3.49K
–
2175
2024
Q1
$3.49K
Buy
+89
New
+$3.25K
﹤0.01%
1512
2020
Q2
–
Sell
-389
Closed
-$10K
–
1344
2020
Q1
$10K
Hold
389
–
–
﹤0.01%
990
2019
Q4
$12K
Sell
389
-14
-3%
-$422
﹤0.01%
1001
2019
Q3
$12K
Hold
403
–
–
﹤0.01%
955
2019
Q2
$12K
Buy
+403
New
+$11.7K
﹤0.01%
954
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$67.6B AUM
18.3%
1-Year Est. Return
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$59.6B AUM
29.42%
1-Year Est. Return
RWM
Ritholtz Wealth Management
New York
$5.76B AUM
24.57%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
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
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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