Belpointe Asset Management’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Belpointe Asset 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
2025 Q4	–	Sell	-5,054	Closed	-$242K	–	1070
2025 Q3	$242K	Sell	5,054 -12,846	-72%	-$594K	0.01%	861
2025 Q2	$818K	Buy	+17,900	New	+$765K	0.03%	421
2023 Q2	–	Sell	-7,479	Closed	-$242K	–	1900
2023 Q1	$242K	Sell	7,479 -17,015	-69%	-$541K	0.01%	848
2022 Q4	$755K	Sell	24,494 -947	-4%	-$28.1K	0.05%	395
2022 Q3	$684K	Sell	25,441 -30	-0.1%	-$887	0.05%	402
2022 Q2	$762K	Buy	25,471 +5,615	+28%	+$182K	0.05%	367
2022 Q1	$704K	Buy	19,856 +955	+5%	+$34K	0.04%	422
2021 Q4	$719K	Buy	18,901 +837	+5%	+$32.7K	0.04%	414
2021 Q3	$688K	Buy	18,064 +1,856	+11%	+$72.9K	0.05%	418
2021 Q2	$627K	Buy	16,208 +372	+2%	+$14.6K	0.05%	425
2021 Q1	$595K	Sell	15,836 -5,820	-27%	-$222K	0.05%	375
2020 Q4	$815K	Buy	+21,656	New	+$765K	0.07%	293

Other funds holding IMTM

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Belpointe Asset Management's IMTM Position: Q4 2025 in Review

Belpointe Asset Management sold out of iShares MSCI Intl Momentum Factor ETF (IMTM) in Q4 2025, closing a stake of 5,054 shares — an estimated $242K sold.

Belpointe Asset Management first reported a position in IMTM in Q4 2020 and held it in 12 quarters. The position peaked at $818K in Q2 2025. 228 funds tracked by Wall St. Rank hold IMTM as of Q4 2025.

Belpointe Asset Management reported no remaining iShares MSCI Intl Momentum Factor ETF position as of Q4 2025 after selling out during the quarter.
Belpointe Asset Management sold 5,054 iShares MSCI Intl Momentum Factor ETF shares in Q4 2025, an estimated $242K.
Belpointe Asset Management first reported a position in iShares MSCI Intl Momentum Factor ETF in Q4 2020 and held it in 12 quarters.
Belpointe Asset Management's iShares MSCI Intl Momentum Factor ETF position peaked at $818K in Q2 2025.
228 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q4 2025.

Based on Belpointe Asset Management's 13F filing for Q4 2025, filed 27 Jan 2026.