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
Q2 		$14.4M Sell
269,905
-77
-0% -$4.02K 4.68% 4
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 $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

Family Capital Trust's IMTM Position: Q2 2026 in Review

Family Capital Trust reduced its iShares MSCI Intl Momentum Factor ETF (IMTM) stake by 0.03% in Q2 2026, selling an estimated $4.02K and leaving 269,905 shares worth $14.4M. The position accounts for 4.68% of the portfolio, ranked #4.

Family Capital Trust first reported a position in IMTM in Q3 2023 and has held it in 12 quarters since. 236 funds tracked by Wall St. Rank hold IMTM as of Q2 2026.

  • Family Capital Trust held 269,905 shares of iShares MSCI Intl Momentum Factor ETF worth $14.4M as of Q2 2026.
  • Family Capital Trust sold 77 iShares MSCI Intl Momentum Factor ETF shares in Q2 2026, an estimated $4.02K.
  • iShares MSCI Intl Momentum Factor ETF made up 4.68% of Family Capital Trust's portfolio in Q2 2026, its #4 holding.
  • Family Capital Trust first reported a position in iShares MSCI Intl Momentum Factor ETF in Q3 2023 and has held it in 12 quarters since.
  • 236 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2026.

Based on Family Capital Trust's 13F filing for Q2 2026, filed 29 Jul 2026.