EI
IMTM icon

Ellevest Inc’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Ellevest Inc’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
2022
Q3 		– Sell
-20
Closed -$1K – 1717
2022
Q2 		$1K Buy
+20
New +$648 ﹤0.01% 1271

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AP
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BlackRock
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RWM
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AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.56B AUM 14.13% 1-Year Est. Return
ACA
Atlas Capital Advisors Jackson, Wyoming $875M AUM

Ellevest Inc's IMTM Position: Q3 2022 in Review

Ellevest Inc sold out of iShares MSCI Intl Momentum Factor ETF (IMTM) in Q3 2022, closing a stake of 20 shares — an estimated $1K sold.

Ellevest Inc first reported a position in IMTM in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 97 funds tracked by Wall St. Rank hold IMTM as of Q3 2022.

  • Ellevest Inc reported no remaining iShares MSCI Intl Momentum Factor ETF position as of Q3 2022 after selling out during the quarter.
  • Ellevest Inc sold 20 iShares MSCI Intl Momentum Factor ETF shares in Q3 2022, an estimated $1K.
  • Ellevest Inc first reported a position in iShares MSCI Intl Momentum Factor ETF in Q2 2022 and held it in 1 quarter.
  • Ellevest Inc's iShares MSCI Intl Momentum Factor ETF position peaked at $1K in Q2 2022.
  • 97 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q3 2022.

Based on Ellevest Inc's 13F filing for Q3 2022, filed 2 Nov 2022.