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

Element Wealth’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
2025 Q1	–	Sell	-1,382	Closed	-$51.7K	–	222
2024 Q4	$51.7K	Buy	1,382 +3	+0.2%	+$117	0.03%	197
2024 Q3	$55.7K	Hold	1,379	–	–	0.03%	189
2024 Q2	$53.3K	Buy	1,379 +3	+0.2%	+$116	0.03%	180
2024 Q1	$54K	Hold	1,376	–	–	0.03%	178
2023 Q4	$47.2K	Buy	1,376 +2	+0.1%	+$65	0.03%	174
2023 Q3	$43.2K	Buy	1,374 +256	+23%	+$8.36K	0.03%	171
2023 Q2	$37.1K	Buy	1,118 +423	+61%	+$13.9K	0.03%	177
2023 Q1	$22.5K	Hold	695	–	–	0.02%	172
2022 Q4	$21.4K	Buy	+695	New	+$20.6K	0.02%	165

Other funds holding IMTM

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Element Wealth's IMTM Position: Q1 2025 in Review

Element Wealth sold out of iShares MSCI Intl Momentum Factor ETF (IMTM) in Q1 2025, closing a stake of 1,382 shares — an estimated $51.7K sold.

Element Wealth first reported a position in IMTM in Q4 2022 and held it in 9 quarters. The position peaked at $55.7K in Q3 2024. 168 funds tracked by Wall St. Rank hold IMTM as of Q1 2025.

Element Wealth reported no remaining iShares MSCI Intl Momentum Factor ETF position as of Q1 2025 after selling out during the quarter.
Element Wealth sold 1,382 iShares MSCI Intl Momentum Factor ETF shares in Q1 2025, an estimated $51.7K.
Element Wealth first reported a position in iShares MSCI Intl Momentum Factor ETF in Q4 2022 and held it in 9 quarters.
Element Wealth's iShares MSCI Intl Momentum Factor ETF position peaked at $55.7K in Q3 2024.
168 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q1 2025.

Based on Element Wealth's 13F filing for Q1 2025, filed 29 Apr 2025.