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Atwood & Palmer’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Atwood & Palmer’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 		$12M Sell
224,812
-3,905
-2% -$204K 0.64% 46
2026
Q1 		$11M Sell
228,717
-7,325
-3% -$367K 0.62% 48
2025
Q4 		$11.3M Sell
236,042
-3,094
-1% -$148K 0.64% 48
2025
Q3 		$11.4M Sell
239,136
-1,138
-0.5% -$52.7K 0.67% 46
2025
Q2 		$11M Sell
240,274
-3,657
-1% -$156K 0.69% 46
2025
Q1 		$9.74M Sell
243,931
-12,137
-5% -$480K 0.68% 49
2024
Q4 		$9.58M Sell
256,068
-47,928
-16% -$1.87M 0.66% 48
2024
Q3 		$12.3M Sell
303,996
-33,615
-10% -$1.31M 0.83% 46
2024
Q2 		$13.1M Sell
337,611
-2,235
-0.7% -$86.3K 0.99% 45
2024
Q1 		$13.3M Sell
339,846
-6,049
-2% -$221K 1.01% 43
2023
Q4 		$11.9M Sell
345,895
-10,268
-3% -$334K 0.96% 44
2023
Q3 		$11.2M Sell
356,163
-7,619
-2% -$249K 0.98% 45
2023
Q2 		$12.1M Sell
363,782
-5,256
-1% -$173K 1.08% 38
2023
Q1 		$11.9M Buy
369,038
+3,593
+1% +$114K 1.12% 37
2022
Q4 		$11.3M Sell
365,445
-711,662
-66% -$21.1M 1.02% 39
2022
Q3 		$28.9M Sell
1,077,107
-27,098
-2% -$801K 2.87% 6
2022
Q2 		$33M Buy
1,104,205
+46,626
+4% +$1.51M 3.22% 3
2022
Q1 		$37.5M Buy
1,057,579
+33,620
+3% +$1.2M 3.24% 4
2021
Q4 		$38.9M Buy
1,023,959
+7,397
+0.7% +$289K 3.26% 5
2021
Q3 		$38.7M Buy
1,016,562
+50,444
+5% +$1.98M 3.45% 4
2021
Q2 		$37.4M Buy
966,118
+43,562
+5% +$1.71M 3.36% 4
2021
Q1 		$34.7M Buy
922,556
+12,012
+1% +$458K 3.34% 4
2020
Q4 		$34.3M Buy
910,544
+24,469
+3% +$864K 3.68% 2
2020
Q3 		$30.1M Buy
886,075
+881,265
+18,322% +$29.5M 3.79% 3
2020
Q2 		$151K Buy
4,810
+710
+17% +$20.6K 0.02% 138
2020
Q1 		$108K Buy
+4,100
New +$122K 0.02% 150

Other funds holding IMTM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
SPA
Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

Atwood & Palmer's IMTM Position: Q2 2026 in Review

Atwood & Palmer reduced its iShares MSCI Intl Momentum Factor ETF (IMTM) stake by 1.7% in Q2 2026, selling an estimated $204K and leaving 224,812 shares worth $12M. The position accounts for 0.64% of the portfolio, ranked #46.

Atwood & Palmer first reported a position in IMTM in Q1 2020 and has held it in 26 quarters since. The position peaked at $38.9M in Q4 2021. 62 funds tracked by Wall St. Rank hold IMTM as of Q2 2026.

  • Atwood & Palmer held 224,812 shares of iShares MSCI Intl Momentum Factor ETF worth $12M as of Q2 2026.
  • Atwood & Palmer sold 3,905 iShares MSCI Intl Momentum Factor ETF shares in Q2 2026, an estimated $204K.
  • iShares MSCI Intl Momentum Factor ETF made up 0.64% of Atwood & Palmer's portfolio in Q2 2026, its #46 holding.
  • Atwood & Palmer first reported a position in iShares MSCI Intl Momentum Factor ETF in Q1 2020 and has held it in 26 quarters since.
  • Atwood & Palmer's iShares MSCI Intl Momentum Factor ETF position peaked at $38.9M in Q4 2021.
  • 62 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.