FCT
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Family Capital Trust’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Family Capital Trust’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
Q1 		$13M Buy
269,982
+6,477
+2% +$325K 4.7% 5
2025
Q4 		$12.6M Buy
263,505
+1,169
+0.4% +$56K 4.13% 6
2025
Q3 		$12.6M Buy
262,336
+3,474
+1% +$161K 4.2% 6
2025
Q2 		$11.8M Sell
258,862
-1,875
-0.7% -$80.1K 4.1% 5
2025
Q1 		$10.4M Sell
260,737
-1,022
-0.4% -$40.4K 3.73% 6
2024
Q4 		$9.79M Buy
261,759
+11,308
+5% +$442K 3.32% 10
2024
Q3 		$10.1M Sell
250,451
-289
-0.1% -$11.3K 3.25% 9
2024
Q2 		$9.7M Sell
250,740
-182
-0.1% -$7.03K 3.17% 8
2024
Q1 		$9.84M Buy
250,922
+95
+0% +$3.46K 3.37% 5
2023
Q4 		$8.6M Hold
250,827
– – 2.71% 8
2023
Q3 		$7.89M Buy
+250,827
New +$8.2M 2.79% 8

Other funds holding IMTM

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.75B AUM 15.4% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return