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Atria Investments’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Atria Investments’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 		$5.51M Buy
103,372
+1,100
+1% +$57.4K 0.06% 364
2026
Q1 		$4.91M Sell
102,272
-8,956
-8% -$449K 0.06% 376
2025
Q4 		$5.34M Buy
111,228
+5,152
+5% +$247K 0.06% 357
2025
Q3 		$5.08M Buy
106,076
+4,019
+4% +$186K 0.06% 388
2025
Q2 		$4.66M Buy
102,057
+1,188
+1% +$50.8K 0.06% 402
2025
Q1 		$4.03M Buy
100,869
+23,278
+30% +$921K 0.05% 434
2024
Q4 		$2.9M Sell
77,591
-205
-0.3% -$8K 0.04% 536
2024
Q3 		$3.14M Buy
77,796
+43,556
+127% +$1.7M 0.04% 512
2024
Q2 		$1.32M Buy
+34,240
New +$1.32M 0.02% 803

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

Atria Investments's IMTM Position: Q2 2026 in Review

Atria Investments increased its iShares MSCI Intl Momentum Factor ETF (IMTM) stake by 1.1% in Q2 2026, buying an estimated $57.4K and bringing the position to 103,372 shares worth $5.51M. The position accounts for 0.06% of the portfolio, ranked #364.

Atria Investments first reported a position in IMTM in Q2 2024 and has held it in 9 quarters since. 236 funds tracked by Wall St. Rank hold IMTM as of Q2 2026.

  • Atria Investments held 103,372 shares of iShares MSCI Intl Momentum Factor ETF worth $5.51M as of Q2 2026.
  • Atria Investments bought 1,100 iShares MSCI Intl Momentum Factor ETF shares in Q2 2026, an estimated $57.4K.
  • iShares MSCI Intl Momentum Factor ETF made up 0.06% of Atria Investments's portfolio in Q2 2026, its #364 holding.
  • Atria Investments first reported a position in iShares MSCI Intl Momentum Factor ETF in Q2 2024 and has held it in 9 quarters since.
  • 236 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.