Cambridge Investment Research Advisors
IMTM icon

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
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

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RWM
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.75B AUM 15.4% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return