Callan Family Office’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Callan Family Office’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	$1.12M	Hold	20,985	–	–	0.02%	567
2026 Q1	$1.01M	Hold	20,985	–	–	0.02%	554
2025 Q4	$1.01M	Hold	20,985	–	–	0.02%	545
2025 Q3	$1M	Sell	20,985 -3,440	-14%	-$159K	0.03%	372
2025 Q2	$1.12M	Hold	24,425	–	–	0.04%	375
2025 Q1	$976K	Buy	+24,425	New	+$966K	0.07%	218

Other funds holding IMTM

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

RWM

Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Callan Family Office's IMTM Position: Q2 2026 in Review

Callan Family Office held its iShares MSCI Intl Momentum Factor ETF (IMTM) position steady in Q2 2026 at 20,985 shares worth $1.12M. The position accounts for 0.02% of the portfolio, ranked #567.

Callan Family Office first reported a position in IMTM in Q1 2025 and has held it in 6 quarters since. 236 funds tracked by Wall St. Rank hold IMTM as of Q2 2026.

Callan Family Office held 20,985 shares of iShares MSCI Intl Momentum Factor ETF worth $1.12M as of Q2 2026.
Callan Family Office left its iShares MSCI Intl Momentum Factor ETF share count unchanged in Q2 2026.
iShares MSCI Intl Momentum Factor ETF made up 0.02% of Callan Family Office's portfolio in Q2 2026, its #567 holding.
Callan Family Office first reported a position in iShares MSCI Intl Momentum Factor ETF in Q1 2025 and has held it in 6 quarters since.
236 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.