Blue Trust Inc’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Blue Trust Inc’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 Q3	$4.79K	Buy	+91	New	+$4.82K	﹤0.01%	1863
2026 Q2	–	Sell	-565	Closed	-$27.1K	–	2554
2026 Q1	$27.1K	Hold	565	–	–	﹤0.01%	1552
2025 Q4	$27.1K	Buy	+565	New	+$27.1K	﹤0.01%	1583
2025 Q2	–	Sell	-2,260	Closed	-$90.3K	–	2533
2025 Q1	$90.3K	Buy	+2,260	New	+$89.4K	﹤0.01%	1036

Other funds holding IMTM

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return

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

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return

Shore Point Advisors Brielle, New Jersey $315M AUM 12.9% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Straight Path Wealth Management Jenison, Michigan $449M AUM 10.17% 1-Year Est. Return

Financial Partners Group (Kansas) Overland Park, Kansas $964M AUM 20.66% 1-Year Est. Return

FCT

Family Capital Trust Peabody, Massachusetts $315M AUM 14.73% 1-Year Est. Return

Blue Trust Inc's IMTM Position: Q3 2026 in Review

Blue Trust Inc opened a new position in iShares MSCI Intl Momentum Factor ETF (IMTM) in Q3 2026: 91 shares worth $4.79K. The stake represents ﹤0.01% of the portfolio and ranks #1863 among its holdings. This is a return to the name: Blue Trust Inc previously reported a position in IMTM as recently as Q1 2026.

Blue Trust Inc first reported a position in IMTM in Q1 2025 and has held it in 4 quarters since. The position peaked at $90.3K in Q1 2025. 84 funds tracked by Wall St. Rank hold IMTM as of Q3 2026.

Blue Trust Inc held 91 shares of iShares MSCI Intl Momentum Factor ETF worth $4.79K as of Q3 2026.
iShares MSCI Intl Momentum Factor ETF was a new Blue Trust Inc position in Q3 2026.
iShares MSCI Intl Momentum Factor ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #1863 holding.
Blue Trust Inc first reported a position in iShares MSCI Intl Momentum Factor ETF in Q1 2025 and has held it in 4 quarters since.
Blue Trust Inc's iShares MSCI Intl Momentum Factor ETF position peaked at $90.3K in Q1 2025.
84 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.