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Astoria Portfolio Advisors’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Astoria Portfolio 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 		$259K Buy
4,855
+737
+18% +$38.5K 0.04% 300
2026
Q1 		$212K Buy
4,118
+26
+0.6% +$1.3K 0.05% 276
2025
Q4 		$215K Buy
+4,092
New +$196K 0.05% 268

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
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

Astoria Portfolio Advisors's IMTM Position: Q2 2026 in Review

Astoria Portfolio Advisors increased its iShares MSCI Intl Momentum Factor ETF (IMTM) stake by 18% in Q2 2026, buying an estimated $38.5K and bringing the position to 4,855 shares worth $259K. The position accounts for 0.04% of the portfolio, ranked #300.

Astoria Portfolio Advisors first reported a position in IMTM in Q4 2025 and has held it in 3 quarters since. 236 funds tracked by Wall St. Rank hold IMTM as of Q2 2026.

  • Astoria Portfolio Advisors held 4,855 shares of iShares MSCI Intl Momentum Factor ETF worth $259K as of Q2 2026.
  • Astoria Portfolio Advisors bought 737 iShares MSCI Intl Momentum Factor ETF shares in Q2 2026, an estimated $38.5K.
  • iShares MSCI Intl Momentum Factor ETF made up 0.04% of Astoria Portfolio Advisors's portfolio in Q2 2026, its #300 holding.
  • Astoria Portfolio Advisors first reported a position in iShares MSCI Intl Momentum Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • 236 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2026.

Based on Astoria Portfolio Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.