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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.25B AUM 17.77% 1-Year Est. Return

Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

Wealth Enhancement Trust Services Sioux Falls, South Dakota $792M AUM

Impact Capital Partners Greenwood Village, Colorado $367M AUM 28.36% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return