CI
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CX Institutional’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

CX Institutional’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 		$40K Sell
755
-756
-50% -$39.5K ﹤0.01% 1020
2026
Q1 		$73K Sell
1,511
-87
-5% -$4.36K ﹤0.01% 907
2025
Q4 		$77K Buy
1,598
+139
+10% +$6.66K ﹤0.01% 894
2025
Q3 		$70K Buy
+1,459
New +$67.5K ﹤0.01% 882
2022
Q3 		– Sell
-754
Closed -$22K – 789
2022
Q2 		$22K Buy
+754
New +$24.4K ﹤0.01% 823
2022
Q1 		– Sell
-230,604
Closed -$8.77M – 382
2021
Q4 		$8.77M Buy
230,604
+46,141
+25% +$1.8M 0.7% 35
2021
Q3 		$7.02M Sell
184,463
-2,377
-1% -$93.3K 0.57% 44
2021
Q2 		$7.23M Buy
186,840
+17,729
+10% +$695K 0.59% 40
2021
Q1 		$6.36M Buy
169,111
+102,336
+153% +$3.9M 0.57% 48
2020
Q4 		$2.51M Sell
66,775
-45,594
-41% -$1.61M 0.24% 125
2020
Q3 		$3.82M Sell
112,369
-4,032
-3% -$135K 0.41% 65
2020
Q2 		$3.65M Buy
116,401
+115,895
+22,904% +$3.36M 0.48% 50
2020
Q1 		$13K Sell
506
-12,402
-96% -$370K ﹤0.01% 424
2019
Q4 		$402K Sell
12,908
-98,760
-88% -$2.98M 0.07% 160
2019
Q3 		$3.28M Buy
111,668
+100,001
+857% +$2.94M 0.53% 48
2019
Q2 		$347K Buy
11,667
+3,839
+49% +$111K 0.06% 179
2019
Q1 		$224K Buy
7,828
+4,716
+152% +$130K 0.04% 200
2018
Q4 		$80K Sell
3,112
-253
-8% -$6.94K 0.02% 218
2018
Q3 		$102K Buy
3,365
+2,097
+165% +$62.6K 0.03% 137
2018
Q2 		$38K Buy
+1,268
New +$39K 0.01% 169

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

CX Institutional's IMTM Position: Q2 2026 in Review

CX Institutional reduced its iShares MSCI Intl Momentum Factor ETF (IMTM) stake by 50% in Q2 2026, selling an estimated $39.5K and leaving 755 shares worth $40K. The position accounts for ﹤0.01% of the portfolio, ranked #1020.

CX Institutional first reported a position in IMTM in Q2 2018 and has held it in 20 quarters since. The position peaked at $8.77M in Q4 2021. 235 funds tracked by Wall St. Rank hold IMTM as of Q2 2026.

  • CX Institutional held 755 shares of iShares MSCI Intl Momentum Factor ETF worth $40K as of Q2 2026.
  • CX Institutional sold 756 iShares MSCI Intl Momentum Factor ETF shares in Q2 2026, an estimated $39.5K.
  • iShares MSCI Intl Momentum Factor ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1020 holding.
  • CX Institutional first reported a position in iShares MSCI Intl Momentum Factor ETF in Q2 2018 and has held it in 20 quarters since.
  • CX Institutional's iShares MSCI Intl Momentum Factor ETF position peaked at $8.77M in Q4 2021.
  • 235 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.