Fidelity Investments
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Fidelity Investments’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Fidelity Investments’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 		$40.3M Buy
755,702
+58,993
+8% +$3.08M ﹤0.01% 1610
2026
Q1 		$33.5M Buy
696,709
+66,491
+11% +$3.33M ﹤0.01% 1580
2025
Q4 		$30.2M Buy
630,218
+12,776
+2% +$612K ﹤0.01% 1625
2025
Q3 		$29.6M Buy
617,442
+41,497
+7% +$1.92M ﹤0.01% 1633
2025
Q2 		$26.3M Buy
575,945
+29,115
+5% +$1.24M ﹤0.01% 1609
2025
Q1 		$21.8M Sell
546,830
-12,106
-2% -$479K ﹤0.01% 1645
2024
Q4 		$20.9M Buy
558,936
+72,140
+15% +$2.82M ﹤0.01% 1710
2024
Q3 		$19.7M Buy
486,796
+45,438
+10% +$1.78M ﹤0.01% 1709
2024
Q2 		$17.1M Buy
441,358
+21,825
+5% +$842K ﹤0.01% 1702
2024
Q1 		$16.5M Buy
419,533
+28,176
+7% +$1.03M ﹤0.01% 1719
2023
Q4 		$13.4M Buy
391,357
+5,855
+2% +$190K ﹤0.01% 1750
2023
Q3 		$12.1M Buy
385,502
+95,309
+33% +$3.11M ﹤0.01% 1767
2023
Q2 		$9.63M Buy
290,193
+22,232
+8% +$733K ﹤0.01% 1879
2023
Q1 		$8.66M Buy
267,961
+308
+0.1% +$9.79K ﹤0.01% 1931
2022
Q4 		$8.25M Sell
267,653
-64,271
-19% -$1.91M ﹤0.01% 1966
2022
Q3 		$8.91M Buy
331,924
+65,414
+25% +$1.93M ﹤0.01% 1950
2022
Q2 		$7.98M Sell
266,510
-146,701
-36% -$4.75M ﹤0.01% 2077
2022
Q1 		$14.7M Buy
413,211
+23,726
+6% +$844K ﹤0.01% 1940
2021
Q4 		$14.8M Buy
389,485
+116,336
+43% +$4.54M ﹤0.01% 1962
2021
Q3 		$10.4M Buy
273,149
+69,167
+34% +$2.72M ﹤0.01% 2112
2021
Q2 		$7.89M Buy
203,982
+65,462
+47% +$2.57M ﹤0.01% 2197
2021
Q1 		$5.21M Buy
138,520
+32,262
+30% +$1.23M ﹤0.01% 2251
2020
Q4 		$4M Sell
106,258
-19,692
-16% -$695K ﹤0.01% 2235
2020
Q3 		$4.28M Buy
125,950
+79,597
+172% +$2.66M ﹤0.01% 2115
2020
Q2 		$1.45M Buy
46,353
+46,352
+4,635,200% +$1.35M ﹤0.01% 2338
2020
Q1 		$0 Buy
+1
New +$30 ﹤0.01% 3943

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fidelity Investments's IMTM Position: Q2 2026 in Review

Fidelity Investments increased its iShares MSCI Intl Momentum Factor ETF (IMTM) stake by 8.5% in Q2 2026, buying an estimated $3.08M and bringing the position to 755,702 shares worth $40.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1610.

Fidelity Investments first reported a position in IMTM in Q1 2020 and has held it in 26 quarters since. 235 funds tracked by Wall St. Rank hold IMTM as of Q2 2026.

  • Fidelity Investments held 755,702 shares of iShares MSCI Intl Momentum Factor ETF worth $40.3M as of Q2 2026.
  • Fidelity Investments bought 58,993 iShares MSCI Intl Momentum Factor ETF shares in Q2 2026, an estimated $3.08M.
  • iShares MSCI Intl Momentum Factor ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #1610 holding.
  • Fidelity Investments first reported a position in iShares MSCI Intl Momentum Factor ETF in Q1 2020 and has held it in 26 quarters since.
  • 235 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.