Focus Financial Network’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Focus Financial Network’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	$14.1M	Buy	264,351 +4,932	+2%	+$257K	0.44%	43
2026 Q1	$12.5M	Buy	259,419 +10,204	+4%	+$511K	0.45%	45
2025 Q4	$12M	Buy	249,215 +6,303	+3%	+$302K	0.42%	50
2025 Q3	$11.6M	Buy	242,912 +117,927	+94%	+$5.46M	0.41%	52
2025 Q2	$5.71M	Buy	124,985 +2,183	+2%	+$93.3K	0.23%	77
2025 Q1	$4.9M	Sell	122,802 -1,682	-1%	-$66.5K	0.2%	86
2024 Q4	$4.66M	Buy	124,484 +1,274	+1%	+$49.7K	0.19%	88
2024 Q3	$4.98M	Buy	+123,210	New	+$4.82M	0.2%	85

Other funds holding IMTM

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.25B AUM 17.77% 1-Year Est. Return

Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

Wealth Enhancement Trust Services Sioux Falls, South Dakota $792M AUM

Impact Capital Partners Greenwood Village, Colorado $367M AUM 28.36% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return