Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Cambridge Investment Research Advisors’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 		$3.15M Buy
59,037
+17,436
+42% +$910K 0.01% 1343
2026
Q1 		$2M Buy
41,601
+31,851
+327% +$1.6M 0.01% 1590
2025
Q4 		$468K Buy
9,750
+1,306
+15% +$62.5K ﹤0.01% 2784
2025
Q3 		$404K Buy
8,444
+625
+8% +$28.9K ﹤0.01% 2856
2025
Q2 		$357K Sell
7,819
-2,272
-23% -$97.1K ﹤0.01% 2838
2025
Q1 		$403K Buy
10,091
+3,972
+65% +$157K ﹤0.01% 2634
2024
Q4 		$229K Sell
6,119
-100
-2% -$3.9K ﹤0.01% 3073
2024
Q3 		$251K Buy
6,219
+340
+6% +$13.3K ﹤0.01% 2968
2024
Q2 		$227K Buy
+5,879
New +$227K ﹤0.01% 2933
2023
Q2 		– Sell
-8,077
Closed -$261K – 3236
2023
Q1 		$261K Buy
8,077
+1,544
+24% +$49.1K ﹤0.01% 2603
2022
Q4 		$201K Buy
+6,533
New +$194K ﹤0.01% 2752
2021
Q1 		– Sell
-5,597
Closed -$211K – 2931
2020
Q4 		$211K Buy
+5,597
New +$198K ﹤0.01% 2441

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

Cambridge Investment Research Advisors's IMTM Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its iShares MSCI Intl Momentum Factor ETF (IMTM) stake by 42% in Q2 2026, buying an estimated $910K and bringing the position to 59,037 shares worth $3.15M. The position accounts for 0.01% of the portfolio, ranked #1343.

Cambridge Investment Research Advisors first reported a position in IMTM in Q4 2020 and has held it in 12 quarters since. 235 funds tracked by Wall St. Rank hold IMTM as of Q2 2026.

  • Cambridge Investment Research Advisors held 59,037 shares of iShares MSCI Intl Momentum Factor ETF worth $3.15M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 17,436 iShares MSCI Intl Momentum Factor ETF shares in Q2 2026, an estimated $910K.
  • iShares MSCI Intl Momentum Factor ETF made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1343 holding.
  • Cambridge Investment Research Advisors first reported a position in iShares MSCI Intl Momentum Factor ETF in Q4 2020 and has held it in 12 quarters since.
  • 235 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.