Beaird Harris Wealth Management’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Beaird Harris Wealth Management’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	$134K	Hold	2,516	–	–	0.01%	181
2026 Q1	$121K	Hold	2,516	–	–	0.01%	172
2025 Q4	$121K	Hold	2,516	–	–	0.01%	172
2025 Q3	$120K	Hold	2,516	–	–	0.01%	168
2025 Q2	$115K	Hold	2,516	–	–	0.01%	171
2025 Q1	$100K	Hold	2,516	–	–	0.01%	168
2024 Q4	$94.1K	Hold	2,516	–	–	0.01%	176
2024 Q3	$102K	Hold	2,516	–	–	0.01%	176
2024 Q2	$97.3K	Buy	+2,516	New	+$97.1K	0.01%	164
2022 Q1	–	Sell	-1	Closed	–	–	656
2021 Q4	$0	Buy	+1	New	+$39	﹤0.01%	656

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

Beaird Harris Wealth Management's IMTM Position: Q2 2026 in Review

Beaird Harris Wealth Management held its iShares MSCI Intl Momentum Factor ETF (IMTM) position steady in Q2 2026 at 2,516 shares worth $134K. The position accounts for 0.01% of the portfolio, ranked #181.

Beaird Harris Wealth Management first reported a position in IMTM in Q4 2021 and has held it in 10 quarters since. 236 funds tracked by Wall St. Rank hold IMTM as of Q2 2026.

Beaird Harris Wealth Management held 2,516 shares of iShares MSCI Intl Momentum Factor ETF worth $134K as of Q2 2026.
Beaird Harris Wealth Management 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 Beaird Harris Wealth Management's portfolio in Q2 2026, its #181 holding.
Beaird Harris Wealth Management first reported a position in iShares MSCI Intl Momentum Factor ETF in Q4 2021 and has held it in 10 quarters since.
236 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.