Clear Investment Research’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Clear Investment Research’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	–	Sell	-636	Closed	-$30.6K	–	121
2026 Q1	$30.6K	Buy	+636	New	+$31.9K	0.05%	130
2025 Q4	–	Sell	-605	Closed	-$29K	–	129
2025 Q3	$29K	Buy	605 +7	+1%	+$324	0.04%	145
2025 Q2	$27.3K	Buy	598 +35	+6%	+$1.5K	0.03%	136
2025 Q1	$22.5K	Buy	563 +1	+0.2%	+$40	0.03%	139
2024 Q4	$21K	Buy	562 +17	+3%	+$664	0.03%	139
2024 Q3	$22K	Buy	545 +9	+2%	+$352	0.03%	138
2024 Q2	$20.8K	Buy	536 +11	+2%	+$425	0.03%	133
2024 Q1	$20.6K	Buy	525 +63	+14%	+$2.3K	0.03%	134
2023 Q4	$15.9K	Buy	462 +29	+7%	+$943	0.02%	158
2023 Q3	$13.7K	Buy	433 +15	+4%	+$490	0.02%	122
2023 Q2	$13.9K	Buy	418 +10	+2%	+$330	0.02%	126
2023 Q1	$13.2K	Buy	408 +1	+0.2%	+$32	0.02%	124
2022 Q4	$13K	Buy	407 +18	+5%	+$535	0.03%	115
2022 Q3	$10K	Buy	+389	New	+$11.5K	0.02%	120

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

Clear Investment Research's IMTM Position: Q2 2026 in Review

Clear Investment Research sold out of iShares MSCI Intl Momentum Factor ETF (IMTM) in Q2 2026, closing a stake of 636 shares — an estimated $30.6K sold.

Clear Investment Research first reported a position in IMTM in Q3 2022 and held it in 14 quarters. The position peaked at $30.6K in Q1 2026. 235 funds tracked by Wall St. Rank hold IMTM as of Q2 2026.

Clear Investment Research reported no remaining iShares MSCI Intl Momentum Factor ETF position as of Q2 2026 after selling out during the quarter.
Clear Investment Research sold 636 iShares MSCI Intl Momentum Factor ETF shares in Q2 2026, an estimated $30.6K.
Clear Investment Research first reported a position in iShares MSCI Intl Momentum Factor ETF in Q3 2022 and held it in 14 quarters.
Clear Investment Research's iShares MSCI Intl Momentum Factor ETF position peaked at $30.6K in Q1 2026.
235 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2026.

Based on Clear Investment Research's 13F filing for Q2 2026, filed 11 Aug 2026.