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

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

Focus Financial Network's IMTM Position: Q2 2026 in Review

Focus Financial Network increased its iShares MSCI Intl Momentum Factor ETF (IMTM) stake by 1.9% in Q2 2026, buying an estimated $257K and bringing the position to 264,351 shares worth $14.1M. The position accounts for 0.44% of the portfolio, ranked #43.

Focus Financial Network first reported a position in IMTM in Q3 2024 and has held it in 8 quarters since. 235 funds tracked by Wall St. Rank hold IMTM as of Q2 2026.

Focus Financial Network held 264,351 shares of iShares MSCI Intl Momentum Factor ETF worth $14.1M as of Q2 2026.
Focus Financial Network bought 4,932 iShares MSCI Intl Momentum Factor ETF shares in Q2 2026, an estimated $257K.
iShares MSCI Intl Momentum Factor ETF made up 0.44% of Focus Financial Network's portfolio in Q2 2026, its #43 holding.
Focus Financial Network first reported a position in iShares MSCI Intl Momentum Factor ETF in Q3 2024 and has held it in 8 quarters since.
235 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.