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

Cetera Advisors’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 		$828K Buy
21,102
+10,754
+104% +$392K 0.01% 1253
2023
Q4 		$355K Buy
+10,348
New +$336K ﹤0.01% 1324

Other funds holding IMTM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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
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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Cetera Advisors's IMTM Position: Q1 2024 in Review

Cetera Advisors increased its iShares MSCI Intl Momentum Factor ETF (IMTM) stake by 104% in Q1 2024, buying an estimated $392K and bringing the position to 21,102 shares worth $828K. The position accounts for 0.01% of the portfolio, ranked #1253.

Cetera Advisors first reported a position in IMTM in Q4 2023 and has held it in 2 quarters since. 139 funds tracked by Wall St. Rank hold IMTM as of Q1 2024.

  • Cetera Advisors held 21,102 shares of iShares MSCI Intl Momentum Factor ETF worth $828K as of Q1 2024.
  • Cetera Advisors bought 10,754 iShares MSCI Intl Momentum Factor ETF shares in Q1 2024, an estimated $392K.
  • iShares MSCI Intl Momentum Factor ETF made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #1253 holding.
  • Cetera Advisors first reported a position in iShares MSCI Intl Momentum Factor ETF in Q4 2023 and has held it in 2 quarters since.
  • 139 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q1 2024.

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