CCMG
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Clark Capital Management Group’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Clark Capital Management Group’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
2025
Q4 		– Sell
-17,214
Closed -$824K – 515
2025
Q3 		$824K Sell
17,214
-73,831
-81% -$3.42M 0.01% 309
2025
Q2 		$4.16M Buy
+91,045
New +$3.89M 0.03% 224
2024
Q3 		– Sell
-92,661
Closed -$3.59M – 416
2024
Q2 		$3.59M Sell
92,661
-75,599
-45% -$2.92M 0.03% 197
2024
Q1 		$6.6M Buy
+168,260
New +$6.14M 0.05% 171
2022
Q2 		– Sell
-30,710
Closed -$1.09M – 356
2022
Q1 		$1.09M Sell
30,710
-22,993
-43% -$818K 0.01% 267
2021
Q4 		$2.04M Buy
53,703
+26,719
+99% +$1.04M 0.03% 220
2021
Q3 		$1.03M Sell
26,984
-170
-0.6% -$6.67K 0.01% 250
2021
Q2 		$1.05M Buy
27,154
+6,554
+32% +$257K 0.01% 259
2021
Q1 		$775K Sell
20,600
-12,250
-37% -$467K 0.01% 270
2020
Q4 		$1.24M Sell
32,850
-42,836
-57% -$1.51M 0.02% 256
2020
Q3 		$2.57M Buy
75,686
+31,069
+70% +$1.04M 0.05% 202
2020
Q2 		$1.4M Sell
44,617
-191,564
-81% -$5.56M 0.03% 213
2020
Q1 		$6.25M Buy
236,181
+212,854
+912% +$6.36M 0.16% 128
2019
Q4 		$727K Sell
23,327
-40,032
-63% -$1.21M 0.02% 236
2019
Q3 		$1.86M Sell
63,359
-6,824
-10% -$201K 0.04% 187
2019
Q2 		$2.08M Sell
70,183
-4,131
-6% -$120K 0.04% 182
2019
Q1 		$2.12M Buy
74,314
+112
+0.2% +$3.08K 0.05% 181
2018
Q4 		$1.9M Sell
74,202
-2,266
-3% -$62.2K 0.05% 177
2018
Q3 		$2.33M Sell
76,468
-3,004
-4% -$89.7K 0.06% 170
2018
Q2 		$2.36M Sell
79,472
-5,646
-7% -$173K 0.07% 160
2018
Q1 		$2.6M Sell
85,118
-24,927
-23% -$779K 0.08% 151
2017
Q4 		$3.36M Sell
110,045
-6,496
-6% -$198K 0.1% 133
2017
Q3 		$3.51M Buy
+116,541
New +$3.39M 0.12% 128

Other funds holding IMTM

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

Clark Capital Management Group's IMTM Position: Q4 2025 in Review

Clark Capital Management Group sold out of iShares MSCI Intl Momentum Factor ETF (IMTM) in Q4 2025, closing a stake of 17,214 shares — an estimated $824K sold.

Clark Capital Management Group first reported a position in IMTM in Q3 2017 and held it in 23 quarters. The position peaked at $6.6M in Q1 2024. 227 funds tracked by Wall St. Rank hold IMTM as of Q4 2025.

  • Clark Capital Management Group reported no remaining iShares MSCI Intl Momentum Factor ETF position as of Q4 2025 after selling out during the quarter.
  • Clark Capital Management Group sold 17,214 iShares MSCI Intl Momentum Factor ETF shares in Q4 2025, an estimated $824K.
  • Clark Capital Management Group first reported a position in iShares MSCI Intl Momentum Factor ETF in Q3 2017 and held it in 23 quarters.
  • Clark Capital Management Group's iShares MSCI Intl Momentum Factor ETF position peaked at $6.6M in Q1 2024.
  • 227 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q4 2025.

Based on Clark Capital Management Group's 13F filing for Q4 2025, filed 17 Feb 2026.