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 Q3	$14M	Buy	265,880 +1,529	+0.6%	+$81K	0.42%	45
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 Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

CFS

CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return

Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return

RHS Financial San Francisco, California $296M AUM 17.24% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Focus Financial Network's IMTM Position: Q3 2026 in Review

Focus Financial Network increased its iShares MSCI Intl Momentum Factor ETF (IMTM) stake by 0.58% in Q3 2026, buying an estimated $81K and bringing the position to 265,880 shares worth $14M. The position accounts for 0.42% of the portfolio, ranked #45.

Focus Financial Network first reported a position in IMTM in Q3 2024 and has held it in 9 quarters since. The position peaked at $14.1M in Q2 2026. 20 funds tracked by Wall St. Rank hold IMTM as of Q3 2026.

Focus Financial Network held 265,880 shares of iShares MSCI Intl Momentum Factor ETF worth $14M as of Q3 2026.
Focus Financial Network bought 1,529 iShares MSCI Intl Momentum Factor ETF shares in Q3 2026, an estimated $81K.
iShares MSCI Intl Momentum Factor ETF made up 0.42% of Focus Financial Network's portfolio in Q3 2026, its #45 holding.
Focus Financial Network first reported a position in iShares MSCI Intl Momentum Factor ETF in Q3 2024 and has held it in 9 quarters since.
Focus Financial Network's iShares MSCI Intl Momentum Factor ETF position peaked at $14.1M in Q2 2026.
20 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q3 2026.

Based on Focus Financial Network's 13F filing for Q3 2026, filed 14 Oct 2026.