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Bell Investment Advisors’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Bell Investment 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
2026
Q2 		$647K Sell
12,139
-7,845
-39% -$409K 0.1% 73
2026
Q1 		$960K Sell
19,984
-350
-2% -$17.5K 0.15% 60
2025
Q4 		$975K Buy
20,334
+2,367
+13% +$113K 0.15% 57
2025
Q3 		$860K Buy
17,967
+1,538
+9% +$71.2K 0.14% 57
2025
Q2 		$751K Buy
16,429
+8,364
+104% +$358K 0.13% 61
2025
Q1 		$322K Hold
8,065
– – 0.06% 83
2024
Q4 		$302K Buy
8,065
+413
+5% +$16.1K 0.06% 87
2024
Q3 		$309K Sell
7,652
-4,770
-38% -$187K 0.06% 85
2024
Q2 		$481K Sell
12,422
-109
-0.9% -$4.21K 0.09% 67
2024
Q1 		$492K Sell
12,531
-136
-1% -$4.96K 0.1% 66
2023
Q4 		$434K Buy
12,667
+290
+2% +$9.43K 0.09% 67
2023
Q3 		$390K Buy
12,377
+466
+4% +$15.2K 0.09% 69
2023
Q2 		$395K Buy
11,911
+5,970
+100% +$197K 0.09% 63
2023
Q1 		$192K Hold
5,941
– – 0.04% 82
2022
Q4 		$183K Sell
5,941
-189
-3% -$5.62K 0.05% 82
2022
Q3 		$165K Sell
6,130
-136
-2% -$4.02K 0.05% 68
2022
Q2 		$188K Buy
+6,266
New +$203K 0.06% 67
2021
Q4 		$234K Buy
6,153
+268
+5% +$10.5K 0.06% 69
2021
Q3 		$224K Buy
+5,885
New +$231K 0.07% 65

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
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bell Investment Advisors's IMTM Position: Q2 2026 in Review

Bell Investment Advisors reduced its iShares MSCI Intl Momentum Factor ETF (IMTM) stake by 39% in Q2 2026, selling an estimated $409K and leaving 12,139 shares worth $647K. The position accounts for 0.1% of the portfolio, ranked #73.

Bell Investment Advisors first reported a position in IMTM in Q3 2021 and has held it in 19 quarters since. The position peaked at $975K in Q4 2025. 236 funds tracked by Wall St. Rank hold IMTM as of Q2 2026.

  • Bell Investment Advisors held 12,139 shares of iShares MSCI Intl Momentum Factor ETF worth $647K as of Q2 2026.
  • Bell Investment Advisors sold 7,845 iShares MSCI Intl Momentum Factor ETF shares in Q2 2026, an estimated $409K.
  • iShares MSCI Intl Momentum Factor ETF made up 0.1% of Bell Investment Advisors's portfolio in Q2 2026, its #73 holding.
  • Bell Investment Advisors first reported a position in iShares MSCI Intl Momentum Factor ETF in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's iShares MSCI Intl Momentum Factor ETF position peaked at $975K in Q4 2025.
  • 236 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.