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Castleview Partners’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Castleview Partners’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
2024
Q3 		– Sell
-189
Closed -$7.31K – 719
2024
Q2 		$7.31K Sell
189
-150
-44% -$5.79K ﹤0.01% 570
2024
Q1 		$13.3K Buy
339
+23
+7% +$839 0.01% 515
2023
Q4 		$10.8K Sell
316
-4,522
-93% -$147K 0.01% 506
2023
Q3 		$152K Buy
+4,838
New +$158K 0.14% 136
2022
Q1 		– Sell
-69,290
Closed -$1.82K – 855
2021
Q4 		$1.82K Buy
+69,290
New +$2.7M 0.01% 295

Other funds holding IMTM

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

Castleview Partners's IMTM Position: Q3 2024 in Review

Castleview Partners sold out of iShares MSCI Intl Momentum Factor ETF (IMTM) in Q3 2024, closing a stake of 189 shares — an estimated $7.31K sold.

Castleview Partners first reported a position in IMTM in Q4 2021 and held it in 5 quarters. The position peaked at $152K in Q3 2023. 151 funds tracked by Wall St. Rank hold IMTM as of Q3 2024.

  • Castleview Partners reported no remaining iShares MSCI Intl Momentum Factor ETF position as of Q3 2024 after selling out during the quarter.
  • Castleview Partners sold 189 iShares MSCI Intl Momentum Factor ETF shares in Q3 2024, an estimated $7.31K.
  • Castleview Partners first reported a position in iShares MSCI Intl Momentum Factor ETF in Q4 2021 and held it in 5 quarters.
  • Castleview Partners's iShares MSCI Intl Momentum Factor ETF position peaked at $152K in Q3 2023.
  • 151 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q3 2024.

Based on Castleview Partners's 13F filing for Q3 2024, filed 9 Oct 2024.