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Atlas Capital Advisors’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Atlas Capital 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 		$12.3M Buy
256,678
+4,402
+2% +$221K 1.41% 8
2025
Q4 		$12.1M Buy
+252,276
New +$12.1M 1.35% 9
2025
Q2 		$12M Sell
263,120
-5,592
-2% -$239K 1.47% 11
2025
Q1 		$10.7M Sell
268,712
-18,063
-6% -$715K 1.34% 10
2024
Q4 		$10.7M Sell
286,775
-65,580
-19% -$2.56M 1.36% 12
2024
Q3 		$14.2M Sell
352,355
-18,356
-5% -$718K 2.17% 5
2024
Q2 		$14.3M Sell
370,711
-80,245
-18% -$3.1M 1.86% 7
2024
Q1 		$17.7M Buy
450,956
+65,656
+17% +$2.39M 2.76% 3
2023
Q4 		$13.2M Sell
385,300
-15,570
-4% -$506K 1.91% 8
2023
Q3 		$12.6M Sell
400,870
-28,902
-7% -$944K 2.08% 5
2023
Q2 		$14.3M Buy
429,772
+9,508
+2% +$313K 2.16% 6
2023
Q1 		$13.6M Buy
420,264
+58,232
+16% +$1.85M 2.14% 7
2022
Q4 		$11.2M Sell
362,032
-53,341
-13% -$1.58M 1.88% 7
2022
Q3 		$11.2M Sell
415,373
-10,296
-2% -$304K 2.03% 7
2022
Q2 		$12.7M Buy
425,669
+15,771
+4% +$511K 2.16% 5
2022
Q1 		$14.5M Sell
409,898
-56,723
-12% -$2.02M 2.26% 6
2021
Q4 		$17.7M Buy
466,621
+7,844
+2% +$306K 2.64% 3
2021
Q3 		$17.5M Buy
458,777
+116,800
+34% +$4.59M 2.8% 4
2021
Q2 		$13.2M Buy
341,977
+41,110
+14% +$1.61M 2.22% 6
2021
Q1 		$11.3M Buy
300,867
+16,935
+6% +$646K 2.2% 7
2020
Q4 		$10.7M Buy
283,932
+24,707
+10% +$872K 2.25% 7
2020
Q3 		$8.81M Sell
259,225
-8,253
-3% -$276K 2.09% 7
2020
Q2 		$8.39M Buy
267,478
+80,526
+43% +$2.34M 1.97% 6
2020
Q1 		$4.95M Buy
186,952
+16,312
+10% +$487K 1.47% 11
2019
Q4 		$5.32M Buy
170,640
+35,843
+27% +$1.08M 1.33% 11
2019
Q3 		$3.96M Buy
134,797
+3,942
+3% +$116K 1.19% 8
2019
Q2 		$3.89M Buy
130,855
+4,689
+4% +$136K 1.28% 8
2019
Q1 		$3.6M Buy
126,166
+4,215
+3% +$116K 1.3% 10
2018
Q4 		$3.12M Sell
121,951
-7,430
-6% -$204K 1.25% 11
2018
Q3 		$3.93M Sell
129,381
-11,865
-8% -$354K 1.31% 11
2018
Q2 		$4.25M Sell
141,246
-14,424
-9% -$443K 1.51% 6
2018
Q1 		$4.76M Buy
+155,670
New +$4.86M 1.46% 8

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

Atlas Capital Advisors's IMTM Position: Q1 2026 in Review

Atlas Capital Advisors increased its iShares MSCI Intl Momentum Factor ETF (IMTM) stake by 1.7% in Q1 2026, buying an estimated $221K and bringing the position to 256,678 shares worth $12.3M. The position accounts for 1.41% of the portfolio, ranked #8.

Atlas Capital Advisors first reported a position in IMTM in Q1 2018 and has held it in 32 quarters since. The position peaked at $17.7M in Q4 2021. 231 funds tracked by Wall St. Rank hold IMTM as of Q1 2026.

  • Atlas Capital Advisors held 256,678 shares of iShares MSCI Intl Momentum Factor ETF worth $12.3M as of Q1 2026.
  • Atlas Capital Advisors bought 4,402 iShares MSCI Intl Momentum Factor ETF shares in Q1 2026, an estimated $221K.
  • iShares MSCI Intl Momentum Factor ETF made up 1.41% of Atlas Capital Advisors's portfolio in Q1 2026, its #8 holding.
  • Atlas Capital Advisors first reported a position in iShares MSCI Intl Momentum Factor ETF in Q1 2018 and has held it in 32 quarters since.
  • Atlas Capital Advisors's iShares MSCI Intl Momentum Factor ETF position peaked at $17.7M in Q4 2021.
  • 231 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q1 2026.

Based on Atlas Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.