Financial Freedom LLC’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Financial Freedom LLC’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	$6.59M	Sell	123,503 -6,921	-5%	-$361K	3.02%	7
2026 Q1	$6.26M	Sell	130,424 -1,587	-1%	-$79.5K	3.12%	7
2025 Q4	$6.33M	Buy	132,011 +1,213	+0.9%	+$58.1K	3.14%	7
2025 Q3	$6.26M	Buy	130,798 +1,907	+1%	+$88.2K	3.12%	9
2025 Q2	$5.89M	Buy	128,891 +3,102	+2%	+$133K	3.17%	8
2025 Q1	$5.02M	Buy	125,789 +4,245	+3%	+$168K	2.89%	9
2024 Q4	$4.55M	Buy	121,544 +27,165	+29%	+$1.06M	2.4%	13
2024 Q3	$3.81M	Buy	94,379 +56,951	+152%	+$2.23M	2.02%	14
2024 Q2	$1.45M	Buy	+37,428	New	+$1.44M	0.82%	29

Other funds holding IMTM

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Financial Freedom LLC's IMTM Position: Q2 2026 in Review

Financial Freedom LLC reduced its iShares MSCI Intl Momentum Factor ETF (IMTM) stake by 5.3% in Q2 2026, selling an estimated $361K and leaving 123,503 shares worth $6.59M. The position accounts for 3.02% of the portfolio, ranked #7.

Financial Freedom LLC first reported a position in IMTM in Q2 2024 and has held it in 9 quarters since. 235 funds tracked by Wall St. Rank hold IMTM as of Q2 2026.

Financial Freedom LLC held 123,503 shares of iShares MSCI Intl Momentum Factor ETF worth $6.59M as of Q2 2026.
Financial Freedom LLC sold 6,921 iShares MSCI Intl Momentum Factor ETF shares in Q2 2026, an estimated $361K.
iShares MSCI Intl Momentum Factor ETF made up 3.02% of Financial Freedom LLC's portfolio in Q2 2026, its #7 holding.
Financial Freedom LLC first reported a position in iShares MSCI Intl Momentum Factor ETF in Q2 2024 and has held it in 9 quarters since.
235 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2026.

Based on Financial Freedom LLC's 13F filing for Q2 2026, filed 6 Aug 2026.