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

Benchmark 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
2025
Q2 		$663K Buy
14,514
+4,711
+48% +$201K 0.29% 39
2025
Q1 		$392K Buy
+9,803
New +$388K 0.19% 42

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Benchmark Wealth Management's IMTM Position: Q2 2025 in Review

Benchmark Wealth Management increased its iShares MSCI Intl Momentum Factor ETF (IMTM) stake by 48% in Q2 2025, buying an estimated $201K and bringing the position to 14,514 shares worth $663K. The position accounts for 0.29% of the portfolio, ranked #39.

Benchmark Wealth Management first reported a position in IMTM in Q1 2025 and has held it in 2 quarters since. 192 funds tracked by Wall St. Rank hold IMTM as of Q2 2025.

  • Benchmark Wealth Management held 14,514 shares of iShares MSCI Intl Momentum Factor ETF worth $663K as of Q2 2025.
  • Benchmark Wealth Management bought 4,711 iShares MSCI Intl Momentum Factor ETF shares in Q2 2025, an estimated $201K.
  • iShares MSCI Intl Momentum Factor ETF made up 0.29% of Benchmark Wealth Management's portfolio in Q2 2025, its #39 holding.
  • Benchmark Wealth Management first reported a position in iShares MSCI Intl Momentum Factor ETF in Q1 2025 and has held it in 2 quarters since.
  • 192 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2025.

Based on Benchmark Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.