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Bare Financial Services’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Bare Financial Services’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
2025
Q4 		– Sell
-124
Closed -$5.94K – 1621
2025
Q3 		$5.94K Buy
+124
New +$5.74K ﹤0.01% 464
2024
Q2 		– Sell
-7
Closed -$263 – 159
2024
Q1 		$263 Buy
+7
New +$255 ﹤0.01% 129

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 $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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

Bare Financial Services's IMTM Position: Q4 2025 in Review

Bare Financial Services sold out of iShares MSCI Intl Momentum Factor ETF (IMTM) in Q4 2025, closing a stake of 124 shares — an estimated $5.94K sold.

Bare Financial Services first reported a position in IMTM in Q1 2024 and held it in 2 quarters. The position peaked at $5.94K in Q3 2025. 227 funds tracked by Wall St. Rank hold IMTM as of Q4 2025.

  • Bare Financial Services reported no remaining iShares MSCI Intl Momentum Factor ETF position as of Q4 2025 after selling out during the quarter.
  • Bare Financial Services sold 124 iShares MSCI Intl Momentum Factor ETF shares in Q4 2025, an estimated $5.94K.
  • Bare Financial Services first reported a position in iShares MSCI Intl Momentum Factor ETF in Q1 2024 and held it in 2 quarters.
  • Bare Financial Services's iShares MSCI Intl Momentum Factor ETF position peaked at $5.94K in Q3 2025.
  • 227 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q4 2025.

Based on Bare Financial Services's 13F filing for Q4 2025, filed 6 Feb 2026.