CWM
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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

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Wealth Enhancement Advisory Services
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RWM
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Morgan Stanley
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BlackRock
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Northwestern Mutual Wealth Management
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AIM
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Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return