Cerity Partners
IMTM icon

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

Cerity 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
2026
Q2 		$681K Sell
12,766
-2,743
-18% -$143K ﹤0.01% 2237
2026
Q1 		$745K Sell
15,509
-7,664
-33% -$384K ﹤0.01% 2036
2025
Q4 		$1.11M Buy
23,173
+5,421
+31% +$260K ﹤0.01% 1665
2025
Q3 		$850K Buy
17,752
+5,188
+41% +$240K ﹤0.01% 1674
2025
Q2 		$574K Buy
12,564
+265
+2% +$11.3K ﹤0.01% 1795
2025
Q1 		$491K Sell
12,299
-178
-1% -$7.04K ﹤0.01% 1762
2024
Q4 		$467K Buy
12,477
+4,743
+61% +$185K ﹤0.01% 1802
2024
Q3 		$312K Sell
7,734
-2,491
-24% -$97.4K ﹤0.01% 2026
2024
Q2 		$396K Sell
10,225
-3,816
-27% -$147K ﹤0.01% 1662
2024
Q1 		$551K Buy
14,041
+3,827
+37% +$140K ﹤0.01% 1555
2023
Q4 		$350K Buy
+10,214
New +$332K ﹤0.01% 1440

Other funds holding IMTM

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Cerity Partners's IMTM Position: Q2 2026 in Review

Cerity Partners reduced its iShares MSCI Intl Momentum Factor ETF (IMTM) stake by 18% in Q2 2026, selling an estimated $143K and leaving 12,766 shares worth $681K. The position accounts for ﹤0.01% of the portfolio, ranked #2237.

Cerity Partners first reported a position in IMTM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.11M in Q4 2025. 227 funds tracked by Wall St. Rank hold IMTM as of Q2 2026.

  • Cerity Partners held 12,766 shares of iShares MSCI Intl Momentum Factor ETF worth $681K as of Q2 2026.
  • Cerity Partners sold 2,743 iShares MSCI Intl Momentum Factor ETF shares in Q2 2026, an estimated $143K.
  • iShares MSCI Intl Momentum Factor ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2237 holding.
  • Cerity Partners first reported a position in iShares MSCI Intl Momentum Factor ETF in Q4 2023 and has held it in 11 quarters since.
  • Cerity Partners's iShares MSCI Intl Momentum Factor ETF position peaked at $1.11M in Q4 2025.
  • 227 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.