Creative Planning
IMTM icon

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

Creative Planning’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 		$817K Buy
17,022
+1,216
+8% +$60.9K ﹤0.01% 2623
2025
Q4 		$758K Buy
+15,806
New +$757K ﹤0.01% 2496
2025
Q1 		– Sell
-6,217
Closed -$233K – 3594
2024
Q4 		$233K Sell
6,217
-1,445
-19% -$56.4K ﹤0.01% 2866
2024
Q3 		$309K Buy
7,662
+669
+10% +$26.2K ﹤0.01% 2494
2024
Q2 		$271K Buy
+6,993
New +$270K ﹤0.01% 2443
2022
Q2 		– Sell
-198
Closed -$7K – 2404
2022
Q1 		$7K Buy
+198
New +$7.04K ﹤0.01% 2219

Other funds holding IMTM

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.75B AUM 15.4% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return