CX Institutional
IMTM icon

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
Q3 		– Sell
-755
Closed -$40K – 1709
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Armbruster Capital Management
Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return
Shore Point Advisors
Shore Point Advisors Brielle, New Jersey $315M AUM 12.9% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Financial Partners Group (Kansas)
Financial Partners Group (Kansas) Overland Park, Kansas $964M AUM 20.66% 1-Year Est. Return
FCT
Family Capital Trust Peabody, Massachusetts $315M AUM 14.73% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Atwood & Palmer
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

CX Institutional's IMTM Position: Q3 2026 in Review

CX Institutional sold out of iShares MSCI Intl Momentum Factor ETF (IMTM) in Q3 2026, closing a stake of 755 shares — an estimated $40K sold.

CX Institutional first reported a position in IMTM in Q2 2018 and held it in 20 quarters. The position peaked at $8.77M in Q4 2021. 59 funds tracked by Wall St. Rank hold IMTM as of Q3 2026.

  • CX Institutional reported no remaining iShares MSCI Intl Momentum Factor ETF position as of Q3 2026 after selling out during the quarter.
  • CX Institutional sold 755 iShares MSCI Intl Momentum Factor ETF shares in Q3 2026, an estimated $40K.
  • CX Institutional first reported a position in iShares MSCI Intl Momentum Factor ETF in Q2 2018 and held it in 20 quarters.
  • CX Institutional's iShares MSCI Intl Momentum Factor ETF position peaked at $8.77M in Q4 2021.
  • 59 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.