ELI
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Empire Life Investments’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Empire Life Investments’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
Q1 		– Sell
-70,900
Closed -$3.4M – 116
2025
Q4 		$3.4M Sell
70,900
-47,000
-40% -$2.25M 0.19% 77
2025
Q3 		$5.65M Sell
117,900
-35,700
-23% -$1.65M 0.33% 67
2025
Q2 		$7.02M Buy
153,600
+125,900
+455% +$5.38M 0.45% 62
2025
Q1 		$1.11M Sell
27,700
-200
-0.7% -$7.91K 0.07% 99
2024
Q4 		$1.04M Buy
27,900
+6,100
+28% +$238K 0.07% 98
2024
Q3 		$880K Buy
21,800
+17,400
+395% +$680K 0.05% 91
2024
Q2 		$170K Buy
+4,400
New +$170K 0.01% 90
2023
Q3 		– Sell
-14,560
Closed -$483K – 95
2023
Q2 		$483K Buy
14,560
+100
+0.7% +$3.3K 0.03% 84
2023
Q1 		$467K Sell
14,460
-22,670
-61% -$720K 0.03% 84
2022
Q4 		$1.15M Buy
37,130
+5,000
+16% +$149K 0.08% 77
2022
Q3 		$863K Buy
32,130
+600
+2% +$17.7K 0.07% 81
2022
Q2 		$944K Sell
31,530
-20,700
-40% -$671K 0.07% 82
2022
Q1 		$1.85M Buy
52,230
+12,600
+32% +$448K 0.12% 76
2021
Q4 		$1.51M Sell
39,630
-1,900
-5% -$74.2K 0.09% 79
2021
Q3 		$1.58M Buy
41,530
+6,000
+17% +$236K 0.1% 77
2021
Q2 		$1.37M Buy
35,530
+2,300
+7% +$90.2K 0.09% 81
2021
Q1 		$1.25M Sell
33,230
-14,700
-31% -$561K 0.09% 85
2020
Q4 		$1.8M Buy
47,930
+10,700
+29% +$378K 0.13% 82
2020
Q3 		$1.26M Buy
+37,230
New +$1.25M 0.1% 78

Other funds holding IMTM

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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 $5.76B AUM 24.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Empire Life Investments's IMTM Position: Q1 2026 in Review

Empire Life Investments sold out of iShares MSCI Intl Momentum Factor ETF (IMTM) in Q1 2026, closing a stake of 70,900 shares — an estimated $3.4M sold.

Empire Life Investments first reported a position in IMTM in Q3 2020 and held it in 19 quarters. The position peaked at $7.02M in Q2 2025. 231 funds tracked by Wall St. Rank hold IMTM as of Q1 2026.

  • Empire Life Investments reported no remaining iShares MSCI Intl Momentum Factor ETF position as of Q1 2026 after selling out during the quarter.
  • Empire Life Investments sold 70,900 iShares MSCI Intl Momentum Factor ETF shares in Q1 2026, an estimated $3.4M.
  • Empire Life Investments first reported a position in iShares MSCI Intl Momentum Factor ETF in Q3 2020 and held it in 19 quarters.
  • Empire Life Investments's iShares MSCI Intl Momentum Factor ETF position peaked at $7.02M in Q2 2025.
  • 231 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q1 2026.

Based on Empire Life Investments's 13F filing for Q1 2026, filed 11 May 2026.