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
Q2 		$928K Buy
17,402
+380
+2% +$19.8K ﹤0.01% 2702
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 $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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Creative Planning's IMTM Position: Q2 2026 in Review

Creative Planning increased its iShares MSCI Intl Momentum Factor ETF (IMTM) stake by 2.2% in Q2 2026, buying an estimated $19.8K and bringing the position to 17,402 shares worth $928K. The position accounts for ﹤0.01% of the portfolio, ranked #2702.

Creative Planning first reported a position in IMTM in Q1 2022 and has held it in 7 quarters since. 236 funds tracked by Wall St. Rank hold IMTM as of Q2 2026.

  • Creative Planning held 17,402 shares of iShares MSCI Intl Momentum Factor ETF worth $928K as of Q2 2026.
  • Creative Planning bought 380 iShares MSCI Intl Momentum Factor ETF shares in Q2 2026, an estimated $19.8K.
  • iShares MSCI Intl Momentum Factor ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2702 holding.
  • Creative Planning first reported a position in iShares MSCI Intl Momentum Factor ETF in Q1 2022 and has held it in 7 quarters since.
  • 236 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.