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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$175K Buy
3,832
+17
+0.4% +$777 ﹤0.01% 1288
2025
Q1
$152K Hold
3,815
﹤0.01% 1185
2024
Q4
$143K Buy
3,815
+21
+0.6% +$785 ﹤0.01% 1152
2024
Q3
$153K Buy
+3,794
New +$153K ﹤0.01% 1096