CIAS
IMTM icon

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

Capital Investment Advisory Services’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 		$3.48M Buy
72,459
+18,942
+35% +$949K 0.25% 94
2025
Q4 		$2.57M Buy
53,517
+11,176
+26% +$535K 0.18% 132
2025
Q3 		$2.03M Buy
42,341
+11,780
+39% +$545K 0.16% 150
2025
Q2 		$1.4M Buy
30,561
+7,674
+34% +$328K 0.11% 183
2025
Q1 		$914K Buy
22,887
+13,472
+143% +$533K 0.08% 225
2024
Q4 		$352K Buy
9,415
+8,150
+644% +$318K 0.03% 363
2024
Q3 		$51.1K Buy
+1,265
New +$49.5K ﹤0.01% 679

Other funds holding IMTM

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Wealth Enhancement Advisory Services
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RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
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