EIP
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Essential Investment Partners’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Essential Investment Partners’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 		$1.49K Hold
28
– – ﹤0.01% 245
2026
Q1 		$1.34K Buy
+28
New +$1.4K ﹤0.01% 246

Other funds holding IMTM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
SPA
Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Essential Investment Partners's IMTM Position: Q2 2026 in Review

Essential Investment Partners held its iShares MSCI Intl Momentum Factor ETF (IMTM) position steady in Q2 2026 at 28 shares worth $1.49K. The position accounts for ﹤0.01% of the portfolio, ranked #245.

Essential Investment Partners first reported a position in IMTM in Q1 2026 and has held it in 2 quarters since. 54 funds tracked by Wall St. Rank hold IMTM as of Q2 2026.

  • Essential Investment Partners held 28 shares of iShares MSCI Intl Momentum Factor ETF worth $1.49K as of Q2 2026.
  • Essential Investment Partners left its iShares MSCI Intl Momentum Factor ETF share count unchanged in Q2 2026.
  • iShares MSCI Intl Momentum Factor ETF made up ﹤0.01% of Essential Investment Partners's portfolio in Q2 2026, its #245 holding.
  • Essential Investment Partners first reported a position in iShares MSCI Intl Momentum Factor ETF in Q1 2026 and has held it in 2 quarters since.
  • 54 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2026.

Based on Essential Investment Partners's 13F filing for Q2 2026, filed 15 Jul 2026.