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

EP Wealth Advisors’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	$7.22M	Buy	135,471 +128,438	+1,826%	+$6.7M	0.03%	323
2026 Q1	$338K	Sell	7,033 -288	-4%	-$14.4K	﹤0.01%	1090
2025 Q4	$351K	Buy	+7,321	New	+$351K	﹤0.01%	1046
2025 Q2	$175K	Buy	3,832 +17	+0.4%	+$727	﹤0.01%	1288
2025 Q1	$152K	Hold	3,815	–	–	﹤0.01%	1185
2024 Q4	$143K	Buy	3,815 +21	+0.6%	+$820	﹤0.01%	1152
2024 Q3	$153K	Buy	+3,794	New	+$148K	﹤0.01%	1096

Other funds holding IMTM

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

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 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

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

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

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

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

EP Wealth Advisors's IMTM Position: Q2 2026 in Review

EP Wealth Advisors increased its iShares MSCI Intl Momentum Factor ETF (IMTM) stake by 1,826% in Q2 2026, buying an estimated $6.7M and bringing the position to 135,471 shares worth $7.22M. The position accounts for 0.03% of the portfolio, ranked #323.

EP Wealth Advisors first reported a position in IMTM in Q3 2024 and has held it in 7 quarters since. 236 funds tracked by Wall St. Rank hold IMTM as of Q2 2026.

EP Wealth Advisors held 135,471 shares of iShares MSCI Intl Momentum Factor ETF worth $7.22M as of Q2 2026.
EP Wealth Advisors bought 128,438 iShares MSCI Intl Momentum Factor ETF shares in Q2 2026, an estimated $6.7M.
iShares MSCI Intl Momentum Factor ETF made up 0.03% of EP Wealth Advisors's portfolio in Q2 2026, its #323 holding.
EP Wealth Advisors first reported a position in iShares MSCI Intl Momentum Factor ETF in Q3 2024 and has held it in 7 quarters since.
236 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.