EH
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Equitable Holdings’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Equitable Holdings’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 		$2.59M Sell
48,477
-1,010
-2% -$52.7K 0.02% 652
2026
Q1 		$2.37M Buy
49,487
+5,806
+13% +$291K 0.02% 664
2025
Q4 		$2.1M Buy
43,681
+3,095
+8% +$148K 0.01% 624
2025
Q3 		$1.94M Sell
40,586
-2,599
-6% -$120K 0.01% 625
2025
Q2 		$1.97M Sell
43,185
-498
-1% -$21.3K 0.02% 577
2025
Q1 		$1.74M Sell
43,683
-297,921
-87% -$11.8M 0.02% 551
2024
Q4 		$12.8M Buy
341,604
+30,726
+10% +$1.2M 0.12% 143
2024
Q3 		$12.6M Buy
310,878
+23,968
+8% +$937K 0.12% 145
2024
Q2 		$11.1M Buy
286,910
+15,399
+6% +$594K 0.12% 147
2024
Q1 		$10.7M Buy
271,511
+16,043
+6% +$585K 0.12% 143
2023
Q4 		$8.76M Buy
255,468
+13,881
+6% +$451K 0.11% 152
2023
Q3 		$7.61M Buy
241,587
+17,985
+8% +$588K 0.11% 147
2023
Q2 		$7.42M Buy
223,602
+28,262
+14% +$932K 0.11% 144
2023
Q1 		$6.31M Buy
195,340
+6,721
+4% +$214K 0.1% 151
2022
Q4 		$5.82M Buy
188,619
+9,392
+5% +$279K 0.1% 146
2022
Q3 		$4.81M Buy
179,227
+48,710
+37% +$1.44M 0.09% 158
2022
Q2 		$3.91M Buy
130,517
+20,937
+19% +$679K 0.07% 172
2022
Q1 		$3.89M Buy
109,580
+9,828
+10% +$350K 0.06% 187
2021
Q4 		$3.79M Buy
99,752
+9,331
+10% +$364K 0.06% 196
2021
Q3 		$3.44M Buy
90,421
+20,454
+29% +$803K 0.06% 192
2021
Q2 		$2.71M Buy
69,967
+12,861
+23% +$505K 0.05% 217
2021
Q1 		$2.15M Buy
57,106
+3,307
+6% +$126K 0.05% 229
2020
Q4 		$2.03M Buy
53,799
+3,294
+7% +$116K 0.05% 219
2020
Q3 		$1.72M Buy
50,505
+8,300
+20% +$278K 0.04% 233
2020
Q2 		$1.32M Buy
+42,205
New +$1.23M 0.04% 264

Other funds holding IMTM

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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 $6.7B AUM 32.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Equitable Holdings's IMTM Position: Q2 2026 in Review

Equitable Holdings reduced its iShares MSCI Intl Momentum Factor ETF (IMTM) stake by 2% in Q2 2026, selling an estimated $52.7K and leaving 48,477 shares worth $2.59M. The position accounts for 0.02% of the portfolio, ranked #652.

Equitable Holdings first reported a position in IMTM in Q2 2020 and has held it in 25 quarters since. The position peaked at $12.8M in Q4 2024. 235 funds tracked by Wall St. Rank hold IMTM as of Q2 2026.

  • Equitable Holdings held 48,477 shares of iShares MSCI Intl Momentum Factor ETF worth $2.59M as of Q2 2026.
  • Equitable Holdings sold 1,010 iShares MSCI Intl Momentum Factor ETF shares in Q2 2026, an estimated $52.7K.
  • iShares MSCI Intl Momentum Factor ETF made up 0.02% of Equitable Holdings's portfolio in Q2 2026, its #652 holding.
  • Equitable Holdings first reported a position in iShares MSCI Intl Momentum Factor ETF in Q2 2020 and has held it in 25 quarters since.
  • Equitable Holdings's iShares MSCI Intl Momentum Factor ETF position peaked at $12.8M in Q4 2024.
  • 235 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.