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Atomi Financial Group’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Atomi Financial Group’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 		$312K Buy
5,844
+8
+0.1% +$418 0.01% 1008
2026
Q1 		$280K Sell
5,836
-546
-9% -$27.4K 0.01% 990
2025
Q4 		$306K Sell
6,382
-3,954
-38% -$189K 0.01% 923
2025
Q3 		$495K Buy
+10,336
New +$478K 0.02% 653

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 $59.8B AUM 29.42% 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

Atomi Financial Group's IMTM Position: Q2 2026 in Review

Atomi Financial Group increased its iShares MSCI Intl Momentum Factor ETF (IMTM) stake by 0.14% in Q2 2026, buying an estimated $418 and bringing the position to 5,844 shares worth $312K. The position accounts for 0.01% of the portfolio, ranked #1008.

Atomi Financial Group first reported a position in IMTM in Q3 2025 and has held it in 4 quarters since. The position peaked at $495K in Q3 2025. 235 funds tracked by Wall St. Rank hold IMTM as of Q2 2026.

  • Atomi Financial Group held 5,844 shares of iShares MSCI Intl Momentum Factor ETF worth $312K as of Q2 2026.
  • Atomi Financial Group bought 8 iShares MSCI Intl Momentum Factor ETF shares in Q2 2026, an estimated $418.
  • iShares MSCI Intl Momentum Factor ETF made up 0.01% of Atomi Financial Group's portfolio in Q2 2026, its #1008 holding.
  • Atomi Financial Group first reported a position in iShares MSCI Intl Momentum Factor ETF in Q3 2025 and has held it in 4 quarters since.
  • Atomi Financial Group's iShares MSCI Intl Momentum Factor ETF position peaked at $495K in Q3 2025.
  • 235 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.