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

Cetera Investment Advisers’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	$8.55M	Sell	160,362 -1,360	-0.8%	-$71K	0.01%	1249
2026 Q1	$7.77M	Sell	161,722 -8,180	-5%	-$410K	0.01%	1226
2025 Q4	$8.15M	Buy	169,902 +85,210	+101%	+$4.08M	0.01%	1155
2025 Q3	$4.06M	Sell	84,692 -121,483	-59%	-$5.62M	﹤0.01%	1584
2025 Q2	$9.42M	Buy	206,175 +145,477	+240%	+$6.22M	0.02%	856
2025 Q1	$2.42M	Sell	60,698 -880	-1%	-$34.8K	﹤0.01%	1613
2024 Q4	$2.3M	Buy	61,578 +4,576	+8%	+$179K	﹤0.01%	1545
2024 Q3	$2.3M	Sell	57,002 -102,393	-64%	-$4M	0.01%	1530
2024 Q2	$6.17M	Buy	159,395 +11,738	+8%	+$453K	0.01%	890
2024 Q1	$5.79M	Buy	147,657 +120,464	+443%	+$4.39M	0.01%	908
2023 Q4	$932K	Buy	+27,193	New	+$884K	0.01%	1142

Other funds holding IMTM

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Cetera Investment Advisers's IMTM Position: Q2 2026 in Review

Cetera Investment Advisers reduced its iShares MSCI Intl Momentum Factor ETF (IMTM) stake by 0.84% in Q2 2026, selling an estimated $71K and leaving 160,362 shares worth $8.55M. The position accounts for 0.01% of the portfolio, ranked #1249.

Cetera Investment Advisers first reported a position in IMTM in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.42M in Q2 2025. 236 funds tracked by Wall St. Rank hold IMTM as of Q2 2026.

Cetera Investment Advisers held 160,362 shares of iShares MSCI Intl Momentum Factor ETF worth $8.55M as of Q2 2026.
Cetera Investment Advisers sold 1,360 iShares MSCI Intl Momentum Factor ETF shares in Q2 2026, an estimated $71K.
iShares MSCI Intl Momentum Factor ETF made up 0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1249 holding.
Cetera Investment Advisers first reported a position in iShares MSCI Intl Momentum Factor ETF in Q4 2023 and has held it in 11 quarters since.
Cetera Investment Advisers's iShares MSCI Intl Momentum Factor ETF position peaked at $9.42M in Q2 2025.
236 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.