Envestnet Portfolio Solutions’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Envestnet Portfolio Solutions’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	-4,181	Closed	-$201K	–	1396
2025 Q4	$201K	Sell	4,181 -294	-7%	-$14.1K	﹤0.01%	1462
2025 Q3	$214K	Sell	4,475 -19,508	-81%	-$903K	﹤0.01%	1398
2025 Q2	$1.1M	Buy	23,983 +16,200	+208%	+$692K	﹤0.01%	757
2025 Q1	$311K	Sell	7,783 -7,730	-50%	-$306K	﹤0.01%	1274
2024 Q4	$580K	Buy	15,513 +99	+0.6%	+$3.87K	﹤0.01%	1166
2024 Q3	$622K	Buy	15,414 +3,390	+28%	+$133K	﹤0.01%	1082
2024 Q2	$465K	Buy	12,024 +505	+4%	+$19.5K	﹤0.01%	1174
2024 Q1	$452K	Buy	+11,519	New	+$420K	﹤0.01%	1165

Other funds holding IMTM

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Portfolio Solutions's IMTM Position: Q1 2026 in Review

Envestnet Portfolio Solutions sold out of iShares MSCI Intl Momentum Factor ETF (IMTM) in Q1 2026, closing a stake of 4,181 shares — an estimated $201K sold.

Envestnet Portfolio Solutions first reported a position in IMTM in Q1 2024 and held it in 8 quarters. The position peaked at $1.1M in Q2 2025. 233 funds tracked by Wall St. Rank hold IMTM as of Q1 2026.

Envestnet Portfolio Solutions reported no remaining iShares MSCI Intl Momentum Factor ETF position as of Q1 2026 after selling out during the quarter.
Envestnet Portfolio Solutions sold 4,181 iShares MSCI Intl Momentum Factor ETF shares in Q1 2026, an estimated $201K.
Envestnet Portfolio Solutions first reported a position in iShares MSCI Intl Momentum Factor ETF in Q1 2024 and held it in 8 quarters.
Envestnet Portfolio Solutions's iShares MSCI Intl Momentum Factor ETF position peaked at $1.1M in Q2 2025.
233 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.