Fund Activity
Fund Portfolios
Latest stock portfolios of the world's best investors and hedge funds
Fund Trends
Stocks ranked by hedge fund and large institutional investor activity
Large Buys & Sells
Recent large buys and sells by hedge funds and large institutional investors
Analyst Outlook
Analyst Upside
Stocks ranked by analyst price target upside potential
Latest Price Targets
Latest analyst price targets & ratings by research analysts
Analysts
Research analysts, their latest ratings and performance metrics
Analyst Firms
Research analyst firms, their latest ratings and performance metrics
WSR Indexes
Fund Manager Index
Stock index based on fund manager activity updated each quarter
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EWA
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
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
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Fund Activity
Fund Portfolios
Latest stock portfolios of the world's best investors and hedge funds
Fund Trends
Stocks ranked by hedge fund and large institutional investor activity
Large Buys & Sells
Recent large buys and sells by hedge funds and large institutional investors
Analyst Outlook
Analyst Upside
Stocks ranked by analyst price target upside potential
Latest Price Targets
Latest analyst price targets & ratings by research analysts
Analysts
Research analysts, their latest ratings and performance metrics
Analyst Firms
Research analyst firms, their latest ratings and performance metrics
WSR Indexes
Fund Manager Index
Stock index based on fund manager activity updated each quarter
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