Financial Partners Group (Kansas)’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Financial Partners Group (Kansas)’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	$13.5M	Buy	253,750 +46,580	+22%	+$2.43M	1.37%	24
2026 Q1	$9.95M	Buy	207,170 +26,447	+15%	+$1.33M	1.19%	24
2025 Q4	$9.16M	Buy	180,723 +55,321	+44%	+$2.65M	1.06%	26
2025 Q3	$6M	Buy	125,402 +31,758	+34%	+$1.47M	0.75%	32
2025 Q2	$4.28M	Buy	93,644 +65,112	+228%	+$2.78M	0.59%	37
2025 Q1	$1.14M	Buy	28,532 +10,342	+57%	+$409K	0.18%	62
2024 Q4	$680K	Sell	18,190 -10,693	-37%	-$418K	0.1%	88
2024 Q3	$1.17M	Buy	28,883 +5,414	+23%	+$212K	0.17%	64
2024 Q2	$908K	Buy	23,469 +10,576	+82%	+$408K	0.14%	72
2024 Q1	$506K	Buy	+12,893	New	+$470K	0.08%	102

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 Partners Group (Kansas)'s IMTM Position: Q2 2026 in Review

Financial Partners Group (Kansas) increased its iShares MSCI Intl Momentum Factor ETF (IMTM) stake by 22% in Q2 2026, buying an estimated $2.43M and bringing the position to 253,750 shares worth $13.5M. The position accounts for 1.37% of the portfolio, ranked #24.

Financial Partners Group (Kansas) first reported a position in IMTM in Q1 2024 and has held it in 10 quarters since. 235 funds tracked by Wall St. Rank hold IMTM as of Q2 2026.

Financial Partners Group (Kansas) held 253,750 shares of iShares MSCI Intl Momentum Factor ETF worth $13.5M as of Q2 2026.
Financial Partners Group (Kansas) bought 46,580 iShares MSCI Intl Momentum Factor ETF shares in Q2 2026, an estimated $2.43M.
iShares MSCI Intl Momentum Factor ETF made up 1.37% of Financial Partners Group (Kansas)'s portfolio in Q2 2026, its #24 holding.
Financial Partners Group (Kansas) first reported a position in iShares MSCI Intl Momentum Factor ETF in Q1 2024 and has held it in 10 quarters since.
235 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2026.

Based on Financial Partners Group (Kansas)'s 13F filing for Q2 2026, filed 23 Jul 2026.