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Cape Investment Advisory’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Cape Investment Advisory’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
Q3 		$1.16K Hold
22
– – ﹤0.01% 1333
2026
Q2 		$1.17K Buy
+22
New +$1.15K ﹤0.01% 1312

Other funds holding IMTM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Cape Investment Advisory's IMTM Position: Q3 2026 in Review

Cape Investment Advisory held its iShares MSCI Intl Momentum Factor ETF (IMTM) position steady in Q3 2026 at 22 shares worth $1.16K. The position accounts for ﹤0.01% of the portfolio, ranked #1333.

Cape Investment Advisory first reported a position in IMTM in Q2 2026 and has held it in 2 quarters since. The position peaked at $1.17K in Q2 2026. 17 funds tracked by Wall St. Rank hold IMTM as of Q3 2026.

  • Cape Investment Advisory held 22 shares of iShares MSCI Intl Momentum Factor ETF worth $1.16K as of Q3 2026.
  • Cape Investment Advisory left its iShares MSCI Intl Momentum Factor ETF share count unchanged in Q3 2026.
  • iShares MSCI Intl Momentum Factor ETF made up ﹤0.01% of Cape Investment Advisory's portfolio in Q3 2026, its #1333 holding.
  • Cape Investment Advisory first reported a position in iShares MSCI Intl Momentum Factor ETF in Q2 2026 and has held it in 2 quarters since.
  • Cape Investment Advisory's iShares MSCI Intl Momentum Factor ETF position peaked at $1.17K in Q2 2026.
  • 17 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q3 2026.

Based on Cape Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.