CA
IMTM icon

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

CoreCap 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
2025
Q1 		– Sell
-1,025
Closed -$38.3K – 3222
2024
Q4 		$38.3K Hold
1,025
– – ﹤0.01% 1294
2024
Q3 		$41.4K Buy
+1,025
New +$40.1K ﹤0.01% 1272

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CoreCap Advisors's IMTM Position: Q1 2025 in Review

CoreCap Advisors sold out of iShares MSCI Intl Momentum Factor ETF (IMTM) in Q1 2025, closing a stake of 1,025 shares — an estimated $38.3K sold.

CoreCap Advisors first reported a position in IMTM in Q3 2024 and held it in 2 quarters. The position peaked at $41.4K in Q3 2024. 168 funds tracked by Wall St. Rank hold IMTM as of Q1 2025.

  • CoreCap Advisors reported no remaining iShares MSCI Intl Momentum Factor ETF position as of Q1 2025 after selling out during the quarter.
  • CoreCap Advisors sold 1,025 iShares MSCI Intl Momentum Factor ETF shares in Q1 2025, an estimated $38.3K.
  • CoreCap Advisors first reported a position in iShares MSCI Intl Momentum Factor ETF in Q3 2024 and held it in 2 quarters.
  • CoreCap Advisors's iShares MSCI Intl Momentum Factor ETF position peaked at $41.4K in Q3 2024.
  • 168 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q1 2025.

Based on CoreCap Advisors's 13F filing for Q1 2025, filed 9 May 2025.