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Compass Wealth Management’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Compass Wealth Management’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
Q2 		– Sell
-58
Closed -$2.32K – 267
2025
Q1 		$2.32K Buy
+58
New +$2.29K ﹤0.01% 399

Other funds holding IMTM

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Compass Wealth Management's IMTM Position: Q2 2025 in Review

Compass Wealth Management sold out of iShares MSCI Intl Momentum Factor ETF (IMTM) in Q2 2025, closing a stake of 58 shares — an estimated $2.32K sold.

Compass Wealth Management first reported a position in IMTM in Q1 2025 and held it in 1 quarter. The position peaked at $2.32K in Q1 2025. 192 funds tracked by Wall St. Rank hold IMTM as of Q2 2025.

  • Compass Wealth Management reported no remaining iShares MSCI Intl Momentum Factor ETF position as of Q2 2025 after selling out during the quarter.
  • Compass Wealth Management sold 58 iShares MSCI Intl Momentum Factor ETF shares in Q2 2025, an estimated $2.32K.
  • Compass Wealth Management first reported a position in iShares MSCI Intl Momentum Factor ETF in Q1 2025 and held it in 1 quarter.
  • Compass Wealth Management's iShares MSCI Intl Momentum Factor ETF position peaked at $2.32K in Q1 2025.
  • 192 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2025.

Based on Compass Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.