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

Congress 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	$408K	Buy	+8,930	New	+$382K	﹤0.01%	986

Other funds holding IMTM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

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

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

Congress Wealth Management opened a new position in iShares MSCI Intl Momentum Factor ETF (IMTM) in Q2 2025: 8,930 shares worth $408K. The stake represents ﹤0.01% of the portfolio and ranks #986 among its holdings.

192 funds tracked by Wall St. Rank hold IMTM as of Q2 2025.

Congress Wealth Management held 8,930 shares of iShares MSCI Intl Momentum Factor ETF worth $408K as of Q2 2025.
iShares MSCI Intl Momentum Factor ETF was a new Congress Wealth Management position in Q2 2025.
iShares MSCI Intl Momentum Factor ETF made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #986 holding.
192 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2025.

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