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

Crusonia Wealth 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
2026
Q2 		$2.62M Buy
49,043
+16,747
+52% +$874K 0.43% 50
2026
Q1 		$1.55M Buy
32,296
+14,076
+77% +$705K 0.32% 57
2025
Q4 		$874K Buy
+18,220
New +$873K 0.19% 78

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

Crusonia Wealth Advisors's IMTM Position: Q2 2026 in Review

Crusonia Wealth Advisors increased its iShares MSCI Intl Momentum Factor ETF (IMTM) stake by 52% in Q2 2026, buying an estimated $874K and bringing the position to 49,043 shares worth $2.62M. The position accounts for 0.43% of the portfolio, ranked #50.

Crusonia Wealth Advisors first reported a position in IMTM in Q4 2025 and has held it in 3 quarters since. 236 funds tracked by Wall St. Rank hold IMTM as of Q2 2026.

  • Crusonia Wealth Advisors held 49,043 shares of iShares MSCI Intl Momentum Factor ETF worth $2.62M as of Q2 2026.
  • Crusonia Wealth Advisors bought 16,747 iShares MSCI Intl Momentum Factor ETF shares in Q2 2026, an estimated $874K.
  • iShares MSCI Intl Momentum Factor ETF made up 0.43% of Crusonia Wealth Advisors's portfolio in Q2 2026, its #50 holding.
  • Crusonia Wealth Advisors first reported a position in iShares MSCI Intl Momentum Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • 236 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2026.

Based on Crusonia Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.