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Beacon Pointe Advisors’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Beacon Pointe Advisors’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
Q2 		– Sell
-10,458
Closed -$371K – 1138
2022
Q1 		$371K Buy
+10,458
New +$372K 0.01% 905
2021
Q3 		– Sell
-10,118
Closed -$391K – 935
2021
Q2 		$391K Hold
10,118
– – 0.01% 566
2021
Q1 		$380K Buy
+10,118
New +$386K 0.02% 338

Other funds holding IMTM

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
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
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

Beacon Pointe Advisors's IMTM Position: Q2 2022 in Review

Beacon Pointe Advisors sold out of iShares MSCI Intl Momentum Factor ETF (IMTM) in Q2 2022, closing a stake of 10,458 shares — an estimated $371K sold.

Beacon Pointe Advisors first reported a position in IMTM in Q1 2021 and held it in 3 quarters. The position peaked at $391K in Q2 2021. 103 funds tracked by Wall St. Rank hold IMTM as of Q2 2022.

  • Beacon Pointe Advisors reported no remaining iShares MSCI Intl Momentum Factor ETF position as of Q2 2022 after selling out during the quarter.
  • Beacon Pointe Advisors sold 10,458 iShares MSCI Intl Momentum Factor ETF shares in Q2 2022, an estimated $371K.
  • Beacon Pointe Advisors first reported a position in iShares MSCI Intl Momentum Factor ETF in Q1 2021 and held it in 3 quarters.
  • Beacon Pointe Advisors's iShares MSCI Intl Momentum Factor ETF position peaked at $391K in Q2 2021.
  • 103 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2022.

Based on Beacon Pointe Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.