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Dopkins Wealth Management’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Dopkins Wealth Management’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 		$2.63M Buy
49,392
+168
+0.3% +$8.77K 0.96% 26
2026
Q1 		$2.36M Buy
49,224
+563
+1% +$28.2K 0.95% 23
2025
Q4 		$2.33M Buy
48,661
+113
+0.2% +$5.41K 0.95% 23
2025
Q3 		$2.32M Sell
48,548
-4,147
-8% -$192K 0.98% 23
2025
Q2 		$2.41M Buy
52,695
+117
+0.2% +$5K 1.08% 22
2025
Q1 		$2.1M Buy
52,578
+10,689
+26% +$423K 1.07% 21
2024
Q4 		$1.57M Buy
41,889
+22,493
+116% +$878K 0.8% 27
2024
Q3 		$783K Sell
19,396
-7,285
-27% -$285K 0.63% 22
2024
Q2 		$1.03M Buy
26,681
+415
+2% +$16K 0.63% 25
2024
Q1 		$1.03M Buy
26,266
+1,666
+7% +$60.8K 0.62% 24
2023
Q4 		$844K Buy
24,600
+6
+0% +$195 0.66% 22
2023
Q3 		$774K Buy
24,594
+627
+3% +$20.5K 0.59% 22
2023
Q2 		$796K Buy
23,967
+9,590
+67% +$316K 0.71% 18
2023
Q1 		$465K Sell
14,377
-943
-6% -$30K 0.44% 23
2022
Q4 		$472K Buy
+15,320
New +$455K 0.42% 28

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

Dopkins Wealth Management's IMTM Position: Q2 2026 in Review

Dopkins Wealth Management increased its iShares MSCI Intl Momentum Factor ETF (IMTM) stake by 0.34% in Q2 2026, buying an estimated $8.77K and bringing the position to 49,392 shares worth $2.63M. The position accounts for 0.96% of the portfolio, ranked #26.

Dopkins Wealth Management first reported a position in IMTM in Q4 2022 and has held it in 15 quarters since. 235 funds tracked by Wall St. Rank hold IMTM as of Q2 2026.

  • Dopkins Wealth Management held 49,392 shares of iShares MSCI Intl Momentum Factor ETF worth $2.63M as of Q2 2026.
  • Dopkins Wealth Management bought 168 iShares MSCI Intl Momentum Factor ETF shares in Q2 2026, an estimated $8.77K.
  • iShares MSCI Intl Momentum Factor ETF made up 0.96% of Dopkins Wealth Management's portfolio in Q2 2026, its #26 holding.
  • Dopkins Wealth Management first reported a position in iShares MSCI Intl Momentum Factor ETF in Q4 2022 and has held it in 15 quarters since.
  • 235 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2026.

Based on Dopkins Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.