Evergreen Wealth Solutions’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Evergreen Wealth Solutions’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	$295K	Buy	+5,445	New	+$284K	0.02%	423

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

Evergreen Wealth Solutions's IMTM Position: Q2 2026 in Review

Evergreen Wealth Solutions opened a new position in iShares MSCI Intl Momentum Factor ETF (IMTM) in Q2 2026: 5,445 shares worth $295K. The stake represents 0.02% of the portfolio and ranks #423 among its holdings.

235 funds tracked by Wall St. Rank hold IMTM as of Q2 2026.

Evergreen Wealth Solutions held 5,445 shares of iShares MSCI Intl Momentum Factor ETF worth $295K as of Q2 2026.
iShares MSCI Intl Momentum Factor ETF was a new Evergreen Wealth Solutions position in Q2 2026.
iShares MSCI Intl Momentum Factor ETF made up 0.02% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #423 holding.
235 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.