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

Clearstead 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
2020
Q4 		– Sell
-40
Closed -$1K – 999
2020
Q3 		$1K Buy
+40
New +$1.34K ﹤0.01% 844

Other funds holding IMTM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
1WM
1900 Wealth Management San Antonio, Texas $1.56B AUM 14.13% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

Clearstead Advisors's IMTM Position: Q4 2020 in Review

Clearstead Advisors sold out of iShares MSCI Intl Momentum Factor ETF (IMTM) in Q4 2020, closing a stake of 40 shares — an estimated $1K sold.

Clearstead Advisors first reported a position in IMTM in Q3 2020 and held it in 1 quarter. The position peaked at $1K in Q3 2020. 91 funds tracked by Wall St. Rank hold IMTM as of Q4 2020.

  • Clearstead Advisors reported no remaining iShares MSCI Intl Momentum Factor ETF position as of Q4 2020 after selling out during the quarter.
  • Clearstead Advisors sold 40 iShares MSCI Intl Momentum Factor ETF shares in Q4 2020, an estimated $1K.
  • Clearstead Advisors first reported a position in iShares MSCI Intl Momentum Factor ETF in Q3 2020 and held it in 1 quarter.
  • Clearstead Advisors's iShares MSCI Intl Momentum Factor ETF position peaked at $1K in Q3 2020.
  • 91 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q4 2020.

Based on Clearstead Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.