Brandywine Oak Private Wealth’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Brandywine Oak Private Wealth’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
2022 Q4	–	Sell	-25,289	Closed	-$679K	–	270
2022 Q3	$679K	Hold	25,289	–	–	0.09%	130
2022 Q2	$756K	Hold	25,289	–	–	0.1%	131
2022 Q1	$896K	Sell	25,289 -3,418	-12%	-$122K	0.1%	138
2021 Q4	$1.09M	Hold	28,707	–	–	0.12%	123
2021 Q3	$1.09M	Buy	28,707 +1,633	+6%	+$64.1K	0.13%	117
2021 Q2	$1.05M	Hold	27,074	–	–	0.12%	120
2021 Q1	$1.02M	Hold	27,074	–	–	0.15%	94
2020 Q4	$1.02M	Hold	27,074	–	–	0.16%	89
2020 Q3	$919K	Hold	27,074	–	–	0.15%	88
2020 Q2	$849K	Buy	+27,074	New	+$786K	0.15%	89

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

KFAA

Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

1WM

1900 Wealth Management San Antonio, Texas $1.56B AUM 14.13% 1-Year Est. Return

ACM

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

Brandywine Oak Private Wealth's IMTM Position: Q4 2022 in Review

Brandywine Oak Private Wealth sold out of iShares MSCI Intl Momentum Factor ETF (IMTM) in Q4 2022, closing a stake of 25,289 shares — an estimated $679K sold.

Brandywine Oak Private Wealth first reported a position in IMTM in Q2 2020 and held it in 10 quarters. The position peaked at $1.09M in Q3 2021. 102 funds tracked by Wall St. Rank hold IMTM as of Q4 2022.

Brandywine Oak Private Wealth reported no remaining iShares MSCI Intl Momentum Factor ETF position as of Q4 2022 after selling out during the quarter.
Brandywine Oak Private Wealth sold 25,289 iShares MSCI Intl Momentum Factor ETF shares in Q4 2022, an estimated $679K.
Brandywine Oak Private Wealth first reported a position in iShares MSCI Intl Momentum Factor ETF in Q2 2020 and held it in 10 quarters.
Brandywine Oak Private Wealth's iShares MSCI Intl Momentum Factor ETF position peaked at $1.09M in Q3 2021.
102 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q4 2022.

Based on Brandywine Oak Private Wealth's 13F filing for Q4 2022, filed 6 Feb 2023.