Baird Financial Group
IMTM icon

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

Baird 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
2022
Q1 		– Sell
-23,441
Closed -$891K – 1871
2021
Q4 		$891K Buy
23,441
+4,277
+22% +$167K ﹤0.01% 1245
2021
Q3 		$730K Buy
19,164
+2,201
+13% +$86.4K ﹤0.01% 1324
2021
Q2 		$656K Buy
16,963
+2,164
+15% +$84.9K ﹤0.01% 1326
2021
Q1 		$556K Buy
14,799
+6,623
+81% +$253K ﹤0.01% 1328
2020
Q4 		$308K Buy
+8,176
New +$289K ﹤0.01% 1372

Other funds holding IMTM

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.56B AUM 14.13% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Baird Financial Group's IMTM Position: Q1 2022 in Review

Baird Financial Group sold out of iShares MSCI Intl Momentum Factor ETF (IMTM) in Q1 2022, closing a stake of 23,441 shares — an estimated $891K sold.

Baird Financial Group first reported a position in IMTM in Q4 2020 and held it in 5 quarters. The position peaked at $891K in Q4 2021. 99 funds tracked by Wall St. Rank hold IMTM as of Q1 2022.

  • Baird Financial Group reported no remaining iShares MSCI Intl Momentum Factor ETF position as of Q1 2022 after selling out during the quarter.
  • Baird Financial Group sold 23,441 iShares MSCI Intl Momentum Factor ETF shares in Q1 2022, an estimated $891K.
  • Baird Financial Group first reported a position in iShares MSCI Intl Momentum Factor ETF in Q4 2020 and held it in 5 quarters.
  • Baird Financial Group's iShares MSCI Intl Momentum Factor ETF position peaked at $891K in Q4 2021.
  • 99 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q1 2022.

Based on Baird Financial Group's 13F filing for Q1 2022, filed 13 May 2022.