FFA
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Farther Finance Advisors’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Farther Finance Advisors’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
Q3 		$96.3K Sell
1,830
-413
-18% -$21.9K ﹤0.01% 2891
2026
Q2 		$120K Sell
2,243
-3,259
-59% -$170K ﹤0.01% 2591
2026
Q1 		$271K Buy
5,502
+2,800
+104% +$140K ﹤0.01% 1802
2025
Q4 		$130K Buy
2,702
+1,997
+283% +$95.6K ﹤0.01% 2185
2025
Q3 		$33.8K Sell
705
-418
-37% -$19.3K ﹤0.01% 2691
2025
Q2 		$51.3K Buy
1,123
+1,017
+959% +$43.5K ﹤0.01% 2122
2025
Q1 		$4.26K Hold
106
– – ﹤0.01% 3131
2024
Q4 		$3.97K Buy
106
+2
+2% +$78 ﹤0.01% 2757
2024
Q3 		$4.22K Hold
104
– – ﹤0.01% 2713
2024
Q2 		$4.06K Buy
104
+1
+1% +$39 ﹤0.01% 2494
2024
Q1 		$4K Hold
103
– – ﹤0.01% 2170
2023
Q4 		$3.53K Buy
103
+1
+1% +$33 ﹤0.01% 2149
2023
Q3 		$3.21K Buy
+102
New +$3.33K ﹤0.01% 1669

Other funds holding IMTM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Farther Finance Advisors's IMTM Position: Q3 2026 in Review

Farther Finance Advisors reduced its iShares MSCI Intl Momentum Factor ETF (IMTM) stake by 18% in Q3 2026, selling an estimated $21.9K and leaving 1,830 shares worth $96.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2891.

Farther Finance Advisors first reported a position in IMTM in Q3 2023 and has held it in 13 quarters since. The position peaked at $271K in Q1 2026. 16 funds tracked by Wall St. Rank hold IMTM as of Q3 2026.

  • Farther Finance Advisors held 1,830 shares of iShares MSCI Intl Momentum Factor ETF worth $96.3K as of Q3 2026.
  • Farther Finance Advisors sold 413 iShares MSCI Intl Momentum Factor ETF shares in Q3 2026, an estimated $21.9K.
  • iShares MSCI Intl Momentum Factor ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2891 holding.
  • Farther Finance Advisors first reported a position in iShares MSCI Intl Momentum Factor ETF in Q3 2023 and has held it in 13 quarters since.
  • Farther Finance Advisors's iShares MSCI Intl Momentum Factor ETF position peaked at $271K in Q1 2026.
  • 16 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.