Bank of Montreal’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Bank of Montreal’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	$45.5K	Hold	854	–	–	﹤0.01%	3438
2026 Q1	$41K	Hold	854	–	–	﹤0.01%	3335
2025 Q4	$41K	Hold	854	–	–	﹤0.01%	3222
2025 Q3	$40.9K	Buy	+854	New	+$39.5K	﹤0.01%	3162
2025 Q1	–	Sell	-994	Closed	-$37.2K	–	3612
2024 Q4	$37.2K	Hold	994	–	–	﹤0.01%	3159
2024 Q3	$40K	Sell	994 -2,922	-75%	-$114K	﹤0.01%	3460
2024 Q2	$155K	Buy	3,916 +2,922	+294%	+$113K	﹤0.01%	3102
2024 Q1	$39.1K	Buy	+994	New	+$36.3K	﹤0.01%	3495

Other funds holding IMTM

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of Montreal's IMTM Position: Q2 2026 in Review

Bank of Montreal held its iShares MSCI Intl Momentum Factor ETF (IMTM) position steady in Q2 2026 at 854 shares worth $45.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3438.

Bank of Montreal first reported a position in IMTM in Q1 2024 and has held it in 8 quarters since. The position peaked at $155K in Q2 2024. 236 funds tracked by Wall St. Rank hold IMTM as of Q2 2026.

Bank of Montreal held 854 shares of iShares MSCI Intl Momentum Factor ETF worth $45.5K as of Q2 2026.
Bank of Montreal left its iShares MSCI Intl Momentum Factor ETF share count unchanged in Q2 2026.
iShares MSCI Intl Momentum Factor ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #3438 holding.
Bank of Montreal first reported a position in iShares MSCI Intl Momentum Factor ETF in Q1 2024 and has held it in 8 quarters since.
Bank of Montreal's iShares MSCI Intl Momentum Factor ETF position peaked at $155K in Q2 2024.
236 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.