Creative Planning’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-6,217
| Closed | -$233K | – | 3561 |
|
2024
Q4 | $233K | Sell |
6,217
-1,445
| -19% | -$54K | ﹤0.01% | 2857 |
|
2024
Q3 | $309K | Buy |
7,662
+669
| +10% | +$27K | ﹤0.01% | 2494 |
|
2024
Q2 | $271K | Buy |
+6,993
| New | +$271K | ﹤0.01% | 2432 |
|
2022
Q2 | – | Sell |
-198
| Closed | -$7K | – | 2303 |
|
2022
Q1 | $7K | Buy |
+198
| New | +$7K | ﹤0.01% | 2180 |
|