Bank of Montreal
IMTM icon

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
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
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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 $5.76B AUM 24.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of Montreal's IMTM Position: Q1 2026 in Review

Bank of Montreal held its iShares MSCI Intl Momentum Factor ETF (IMTM) position steady in Q1 2026 at 854 shares worth $41K. The position accounts for ﹤0.01% of the portfolio, ranked #3335.

Bank of Montreal first reported a position in IMTM in Q1 2024 and has held it in 7 quarters since. The position peaked at $155K in Q2 2024. 231 funds tracked by Wall St. Rank hold IMTM as of Q1 2026.

  • Bank of Montreal held 854 shares of iShares MSCI Intl Momentum Factor ETF worth $41K as of Q1 2026.
  • Bank of Montreal left its iShares MSCI Intl Momentum Factor ETF share count unchanged in Q1 2026.
  • iShares MSCI Intl Momentum Factor ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #3335 holding.
  • Bank of Montreal first reported a position in iShares MSCI Intl Momentum Factor ETF in Q1 2024 and has held it in 7 quarters since.
  • Bank of Montreal's iShares MSCI Intl Momentum Factor ETF position peaked at $155K in Q2 2024.
  • 231 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.