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FAS Wealth Partners’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

FAS Wealth Partners’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 		$4.51M Buy
84,638
+188
+0.2% +$9.81K 0.24% 92
2026
Q1 		$4.06M Sell
84,450
-1,059
-1% -$53.1K 0.25% 89
2025
Q4 		$4.1M Buy
85,509
+2,275
+3% +$109K 0.27% 80
2025
Q3 		$3.99M Sell
83,234
-980
-1% -$45.3K 0.27% 76
2025
Q2 		$3.85M Buy
84,214
+440
+0.5% +$18.8K 0.28% 72
2025
Q1 		$3.35M Sell
83,774
-572
-0.7% -$22.6K 0.27% 80
2024
Q4 		$3.15M Buy
84,346
+1,358
+2% +$53K 0.26% 84
2024
Q3 		$3.35M Sell
82,988
-1,760
-2% -$68.8K 0.27% 81
2024
Q2 		$3.28M Sell
84,748
-245
-0.3% -$9.46K 0.28% 76
2024
Q1 		$3.33M Sell
84,993
-1,261
-1% -$46K 0.3% 75
2023
Q4 		$2.96M Sell
86,254
-555
-0.6% -$18K 0.28% 82
2023
Q3 		$2.73M Sell
86,809
-542
-0.6% -$17.7K 0.29% 79
2023
Q2 		$2.9M Buy
87,351
+263
+0.3% +$8.67K 0.37% 66
2023
Q1 		$2.81M Sell
87,088
-1,951
-2% -$62K 0.31% 70
2022
Q4 		$2.75M Sell
89,039
-14,390
-14% -$428K 0.31% 74
2022
Q3 		$2.78M Sell
103,429
-10,565
-9% -$312K 0.31% 53
2022
Q2 		$3.41M Sell
113,994
-7,226
-6% -$234K 0.36% 50
2022
Q1 		$4.3M Buy
121,220
+4,438
+4% +$158K 0.4% 43
2021
Q4 		$4.44M Buy
116,782
+2,370
+2% +$92.5K 0.41% 42
2021
Q3 		$4.36M Buy
114,412
+339
+0.3% +$13.3K 0.41% 44
2021
Q2 		$4.41M Buy
114,073
+3,245
+3% +$127K 0.41% 45
2021
Q1 		$4.17M Buy
110,828
+28
+0% +$1.07K 0.43% 44
2020
Q4 		$4.17M Sell
110,800
-9,950
-8% -$351K 0.47% 41
2020
Q3 		$4.1M Sell
120,750
-4,607
-4% -$154K 0.56% 34
2020
Q2 		$3.93M Sell
125,357
-3,321
-3% -$96.4K 0.58% 34
2020
Q1 		$3.4M Sell
128,678
-3,543
-3% -$106K 0.6% 34
2019
Q4 		$4.12M Buy
132,221
+544
+0.4% +$16.4K 0.69% 28
2019
Q3 		$3.87M Sell
131,677
-1,882
-1% -$55.3K 0.7% 30
2019
Q2 		$3.97M Sell
133,559
-670
-0.5% -$19.4K 0.74% 28
2019
Q1 		$3.83M Sell
134,229
-51
-0% -$1.4K 0.75% 30
2018
Q4 		$3.44M Buy
+134,280
New +$3.69M 0.79% 28

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

FAS Wealth Partners's IMTM Position: Q2 2026 in Review

FAS Wealth Partners increased its iShares MSCI Intl Momentum Factor ETF (IMTM) stake by 0.22% in Q2 2026, buying an estimated $9.81K and bringing the position to 84,638 shares worth $4.51M. The position accounts for 0.24% of the portfolio, ranked #92.

FAS Wealth Partners first reported a position in IMTM in Q4 2018 and has held it in 31 quarters since. 236 funds tracked by Wall St. Rank hold IMTM as of Q2 2026.

  • FAS Wealth Partners held 84,638 shares of iShares MSCI Intl Momentum Factor ETF worth $4.51M as of Q2 2026.
  • FAS Wealth Partners bought 188 iShares MSCI Intl Momentum Factor ETF shares in Q2 2026, an estimated $9.81K.
  • iShares MSCI Intl Momentum Factor ETF made up 0.24% of FAS Wealth Partners's portfolio in Q2 2026, its #92 holding.
  • FAS Wealth Partners first reported a position in iShares MSCI Intl Momentum Factor ETF in Q4 2018 and has held it in 31 quarters since.
  • 236 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2026.

Based on FAS Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.