BOK Financial’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

BOK Financial’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
2020 Q2	–	Sell	-8,346	Closed	-$221K	–	868
2020 Q1	$221K	Buy	8,346 +629	+8%	+$18.8K	0.01%	743
2019 Q4	$241K	Hold	7,717	–	–	0.01%	846
2019 Q3	$227K	Hold	7,717	–	–	0.01%	838
2019 Q2	$229K	Hold	7,717	–	–	0.01%	830
2019 Q1	$220K	Buy	+7,717	New	+$212K	0.01%	841
2018 Q4	–	Sell	-11,954	Closed	-$364K	–	907
2018 Q3	$364K	Buy	11,954 +163	+1%	+$4.87K	0.01%	755
2018 Q2	$350K	Buy	+11,791	New	+$362K	0.01%	765

Other funds holding IMTM

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

ACM

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

ACA

Atlas Capital Advisors Jackson, Wyoming $875M AUM

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return

BOK Financial's IMTM Position: Q2 2020 in Review

BOK Financial sold out of iShares MSCI Intl Momentum Factor ETF (IMTM) in Q2 2020, closing a stake of 8,346 shares — an estimated $221K sold.

BOK Financial first reported a position in IMTM in Q2 2018 and held it in 7 quarters. The position peaked at $364K in Q3 2018. 54 funds tracked by Wall St. Rank hold IMTM as of Q2 2020.

BOK Financial reported no remaining iShares MSCI Intl Momentum Factor ETF position as of Q2 2020 after selling out during the quarter.
BOK Financial sold 8,346 iShares MSCI Intl Momentum Factor ETF shares in Q2 2020, an estimated $221K.
BOK Financial first reported a position in iShares MSCI Intl Momentum Factor ETF in Q2 2018 and held it in 7 quarters.
BOK Financial's iShares MSCI Intl Momentum Factor ETF position peaked at $364K in Q3 2018.
54 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2020.

Based on BOK Financial's 13F filing for Q2 2020, filed 12 Aug 2020.