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Capital Analysts LLC’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Capital Analysts LLC’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 		$13K Hold
242
– – ﹤0.01% 1246
2026
Q1 		$12K Hold
242
– – ﹤0.01% 1227
2025
Q4 		$12K Hold
242
– – ﹤0.01% 1212
2025
Q3 		$12K Hold
242
– – ﹤0.01% 1173
2025
Q2 		$11K Hold
242
– – ﹤0.01% 1128
2025
Q1 		$10K Hold
242
– – ﹤0.01% 1123
2024
Q4 		$9K Buy
+242
New +$9.45K ﹤0.01% 1076

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

Capital Analysts LLC's IMTM Position: Q2 2026 in Review

Capital Analysts LLC held its iShares MSCI Intl Momentum Factor ETF (IMTM) position steady in Q2 2026 at 242 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #1246.

Capital Analysts LLC first reported a position in IMTM in Q4 2024 and has held it in 7 quarters since. 236 funds tracked by Wall St. Rank hold IMTM as of Q2 2026.

  • Capital Analysts LLC held 242 shares of iShares MSCI Intl Momentum Factor ETF worth $13K as of Q2 2026.
  • Capital Analysts LLC left its iShares MSCI Intl Momentum Factor ETF share count unchanged in Q2 2026.
  • iShares MSCI Intl Momentum Factor ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #1246 holding.
  • Capital Analysts LLC first reported a position in iShares MSCI Intl Momentum Factor ETF in Q4 2024 and has held it in 7 quarters since.
  • 236 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.