Betterment LLC
IMTM icon

Betterment LLC’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Betterment LLC’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 		$3.54M Buy
66,460
+1,629
+3% +$85K 0.01% 198
2026
Q1 		$3.11M Sell
64,831
-133
-0.2% -$6.67K 0.01% 205
2025
Q4 		$3.12M Buy
64,964
+830
+1% +$39.8K 0.01% 195
2025
Q3 		$3.07M Buy
64,134
+813
+1% +$37.6K 0.01% 193
2025
Q2 		$2.89M Buy
63,321
+147
+0.2% +$6.28K 0.01% 189
2025
Q1 		$2.52M Buy
63,174
+13,829
+28% +$547K 0.01% 188
2024
Q4 		$1.85M Buy
49,345
+2,709
+6% +$106K ﹤0.01% 213
2024
Q3 		$1.88M Sell
46,636
-3,412
-7% -$133K ﹤0.01% 191
2024
Q2 		$1.94M Buy
50,048
+3,503
+8% +$135K 0.01% 174
2024
Q1 		$1.83M Buy
46,545
+1,368
+3% +$49.9K ﹤0.01% 160
2023
Q4 		$1.55M Sell
45,177
-877
-2% -$28.5K ﹤0.01% 144
2023
Q3 		$1.45M Buy
46,054
+6,870
+18% +$224K ﹤0.01% 134
2023
Q2 		$1.3M Buy
39,184
+4,969
+15% +$164K ﹤0.01% 132
2023
Q1 		$1.11M Buy
34,215
+5,030
+17% +$160K ﹤0.01% 146
2022
Q4 		$900K Buy
29,185
+2,371
+9% +$70.4K ﹤0.01% 153
2022
Q3 		$803K Hold
26,814
– – ﹤0.01% 159
2022
Q2 		$803K Buy
26,814
+3,461
+15% +$112K ﹤0.01% 159
2022
Q1 		$828K Buy
23,353
+10,841
+87% +$386K ﹤0.01% 151
2021
Q4 		$476K Buy
12,512
+3,413
+38% +$133K ﹤0.01% 164
2021
Q3 		$346K Buy
+9,099
New +$357K ﹤0.01% 169

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

Betterment LLC's IMTM Position: Q2 2026 in Review

Betterment LLC increased its iShares MSCI Intl Momentum Factor ETF (IMTM) stake by 2.5% in Q2 2026, buying an estimated $85K and bringing the position to 66,460 shares worth $3.54M. The position accounts for 0.01% of the portfolio, ranked #198.

Betterment LLC first reported a position in IMTM in Q3 2021 and has held it in 20 quarters since. 236 funds tracked by Wall St. Rank hold IMTM as of Q2 2026.

  • Betterment LLC held 66,460 shares of iShares MSCI Intl Momentum Factor ETF worth $3.54M as of Q2 2026.
  • Betterment LLC bought 1,629 iShares MSCI Intl Momentum Factor ETF shares in Q2 2026, an estimated $85K.
  • iShares MSCI Intl Momentum Factor ETF made up 0.01% of Betterment LLC's portfolio in Q2 2026, its #198 holding.
  • Betterment LLC first reported a position in iShares MSCI Intl Momentum Factor ETF in Q3 2021 and has held it in 20 quarters since.
  • 236 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.