FFA
IMTM icon

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
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

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