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

Brickley 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
2026
Q2 		$2.22M Buy
41,586
+973
+2% +$50.8K 0.32% 23
2026
Q1 		$1.95M Buy
40,613
+1
+0% +$50 0.33% 19
2025
Q4 		$1.95M Hold
40,612
– – 0.33% 19
2025
Q3 		$1.94M Hold
40,612
– – 0.34% 19
2025
Q2 		$1.86M Hold
40,612
– – 0.36% 19
2025
Q1 		$1.62M Hold
40,612
– – 0.34% 19
2024
Q4 		$1.52M Hold
40,612
– – 0.31% 19
2024
Q3 		$1.64M Sell
40,612
-1,636
-4% -$64K 0.33% 20
2024
Q2 		$1.63M Hold
42,248
– – 0.36% 20
2024
Q1 		$1.66M Hold
42,248
– – 0.38% 20
2023
Q4 		$1.45M Hold
42,248
– – 0.35% 21
2023
Q3 		$1.33M Sell
42,248
-3,367
-7% -$110K 0.35% 21
2023
Q2 		$1.51M Hold
45,615
– – 0.38% 21
2023
Q1 		$1.47M Buy
45,615
+8,205
+22% +$261K 0.4% 22
2022
Q4 		$1.15M Sell
37,410
-12
-0% -$357 0.34% 23
2022
Q3 		$1M Sell
37,422
-621
-2% -$18.4K 0.33% 22
2022
Q2 		$1.14M Sell
38,043
-1,508
-4% -$48.9K 0.35% 23
2022
Q1 		$1.4M Sell
39,551
-3,276
-8% -$117K 0.37% 22
2021
Q4 		$1.63M Sell
42,827
-1,143
-3% -$44.6K 0.35% 24
2021
Q3 		$1.67M Buy
43,970
+34
+0.1% +$1.33K 0.42% 24
2021
Q2 		$1.7M Buy
43,936
+527
+1% +$20.7K 0.43% 24
2021
Q1 		$1.63M Buy
43,409
+52
+0.1% +$1.98K 0.44% 24
2020
Q4 		$1.63M Buy
43,357
+1,228
+3% +$43.4K 0.45% 24
2020
Q3 		$1.45M Buy
42,129
+12,475
+42% +$418K 0.4% 24
2020
Q2 		$930K Buy
29,654
+8,860
+43% +$257K 0.31% 25
2020
Q1 		$550K Buy
+20,794
New +$621K 0.23% 27

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

Brickley Wealth Management's IMTM Position: Q2 2026 in Review

Brickley Wealth Management increased its iShares MSCI Intl Momentum Factor ETF (IMTM) stake by 2.4% in Q2 2026, buying an estimated $50.8K and bringing the position to 41,586 shares worth $2.22M. The position accounts for 0.32% of the portfolio, ranked #23.

Brickley Wealth Management first reported a position in IMTM in Q1 2020 and has held it in 26 quarters since. 235 funds tracked by Wall St. Rank hold IMTM as of Q2 2026.

  • Brickley Wealth Management held 41,586 shares of iShares MSCI Intl Momentum Factor ETF worth $2.22M as of Q2 2026.
  • Brickley Wealth Management bought 973 iShares MSCI Intl Momentum Factor ETF shares in Q2 2026, an estimated $50.8K.
  • iShares MSCI Intl Momentum Factor ETF made up 0.32% of Brickley Wealth Management's portfolio in Q2 2026, its #23 holding.
  • Brickley Wealth Management first reported a position in iShares MSCI Intl Momentum Factor ETF in Q1 2020 and has held it in 26 quarters since.
  • 235 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2026.

Based on Brickley Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.