CFS
IMTM icon

Coordinated Financial Services’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Coordinated Financial Services’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
Q1 		$720K Hold
14,990
– – 0.41% 73
2025
Q4 		$719K Buy
14,990
+3,925
+35% +$188K 0.41% 74
2025
Q3 		$530K Buy
+11,065
New +$512K 0.34% 88

Other funds holding IMTM

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Coordinated Financial Services's IMTM Position: Q1 2026 in Review

Coordinated Financial Services held its iShares MSCI Intl Momentum Factor ETF (IMTM) position steady in Q1 2026 at 14,990 shares worth $720K. The position accounts for 0.41% of the portfolio, ranked #73.

Coordinated Financial Services first reported a position in IMTM in Q3 2025 and has held it in 3 quarters since. 232 funds tracked by Wall St. Rank hold IMTM as of Q1 2026.

  • Coordinated Financial Services held 14,990 shares of iShares MSCI Intl Momentum Factor ETF worth $720K as of Q1 2026.
  • Coordinated Financial Services left its iShares MSCI Intl Momentum Factor ETF share count unchanged in Q1 2026.
  • iShares MSCI Intl Momentum Factor ETF made up 0.41% of Coordinated Financial Services's portfolio in Q1 2026, its #73 holding.
  • Coordinated Financial Services first reported a position in iShares MSCI Intl Momentum Factor ETF in Q3 2025 and has held it in 3 quarters since.
  • 232 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.