Cetera Advisor Networks’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Cetera Advisor Networks’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 Q1	$1.89M	Buy	+48,054	New	+$1.75M	0.01%	1061
2020 Q3	–	Sell	-3,418	Closed	-$107K	–	2079
2020 Q2	$107K	Buy	+3,418	New	+$99.2K	﹤0.01%	1468
2020 Q1	–	Sell	-18,066	Closed	-$565K	–	1186
2019 Q4	$565K	Sell	18,066 -4,004	-18%	-$121K	0.02%	692
2019 Q3	$651K	Buy	22,070 +1,552	+8%	+$45.6K	0.02%	607
2019 Q2	$609K	Buy	20,518 +1,605	+8%	+$46.4K	0.02%	616
2019 Q1	$541K	Buy	+18,913	New	+$520K	0.02%	635
2018 Q4	–	Sell	-16,627	Closed	-$507K	–	1083
2018 Q3	$507K	Sell	16,627 -48,020	-74%	-$1.43M	0.02%	629
2018 Q2	$1.91M	Buy	64,647 +3,767	+6%	+$116K	0.1%	175
2018 Q1	$1.86M	Buy	60,880 +51,905	+578%	+$1.62M	0.08%	202
2017 Q4	$274K	Buy	+8,975	New	+$273K	0.01%	769

Other funds holding IMTM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

KFAA

Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Cetera Advisor Networks's IMTM Position: Q1 2024 in Review

Cetera Advisor Networks opened a new position in iShares MSCI Intl Momentum Factor ETF (IMTM) in Q1 2024: 48,054 shares worth $1.89M. The stake represents 0.01% of the portfolio and ranks #1061 among its holdings. This is a return to the name: Cetera Advisor Networks previously reported a position in IMTM as recently as Q2 2020.

Cetera Advisor Networks first reported a position in IMTM in Q4 2017 and has held it in 10 quarters since. The position peaked at $1.91M in Q2 2018. 139 funds tracked by Wall St. Rank hold IMTM as of Q1 2024.

Cetera Advisor Networks held 48,054 shares of iShares MSCI Intl Momentum Factor ETF worth $1.89M as of Q1 2024.
iShares MSCI Intl Momentum Factor ETF was a new Cetera Advisor Networks position in Q1 2024.
iShares MSCI Intl Momentum Factor ETF made up 0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1061 holding.
Cetera Advisor Networks first reported a position in iShares MSCI Intl Momentum Factor ETF in Q4 2017 and has held it in 10 quarters since.
Cetera Advisor Networks's iShares MSCI Intl Momentum Factor ETF position peaked at $1.91M in Q2 2018.
139 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.