Creative Financial Designs’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Creative Financial Designs’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	$764K	Sell	15,908 -1,289	-7%	-$64.6K	0.05%	271
2025 Q4	$825K	Sell	17,197 -4,934	-22%	-$236K	0.05%	254
2025 Q3	$1.06M	Sell	22,131 -735	-3%	-$34K	0.07%	221
2025 Q2	$1.04M	Buy	22,866 +99	+0.4%	+$4.23K	0.08%	211
2025 Q1	$909K	Buy	22,767 +1,587	+7%	+$62.8K	0.07%	208
2024 Q4	$792K	Sell	21,180 -39,730	-65%	-$1.55M	0.06%	221
2024 Q3	$2.46M	Buy	60,910 +5,763	+10%	+$225K	0.21%	98
2024 Q2	$2.13M	Buy	+55,147	New	+$2.13M	0.19%	105

Other funds holding IMTM

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

RWM

Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Creative Financial Designs's IMTM Position: Q1 2026 in Review

Creative Financial Designs reduced its iShares MSCI Intl Momentum Factor ETF (IMTM) stake by 7.5% in Q1 2026, selling an estimated $64.6K and leaving 15,908 shares worth $764K. The position accounts for 0.05% of the portfolio, ranked #271.

Creative Financial Designs first reported a position in IMTM in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.46M in Q3 2024. 231 funds tracked by Wall St. Rank hold IMTM as of Q1 2026.

Creative Financial Designs held 15,908 shares of iShares MSCI Intl Momentum Factor ETF worth $764K as of Q1 2026.
Creative Financial Designs sold 1,289 iShares MSCI Intl Momentum Factor ETF shares in Q1 2026, an estimated $64.6K.
iShares MSCI Intl Momentum Factor ETF made up 0.05% of Creative Financial Designs's portfolio in Q1 2026, its #271 holding.
Creative Financial Designs first reported a position in iShares MSCI Intl Momentum Factor ETF in Q2 2024 and has held it in 8 quarters since.
Creative Financial Designs's iShares MSCI Intl Momentum Factor ETF position peaked at $2.46M in Q3 2024.
231 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.