Focus Partners Advisor Solutions’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Focus Partners Advisor Solutions’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	$2.79M	Buy	52,329 +3,106	+6%	+$162K	0.02%	300
2026 Q1	$2.36M	Buy	49,223 +563	+1%	+$28.2K	0.02%	316
2025 Q4	$2.33M	Buy	48,660 +113	+0.2%	+$5.41K	0.03%	278
2025 Q3	$2.32M	Sell	48,547 -4,147	-8%	-$192K	0.03%	305
2025 Q2	$2.41M	Buy	52,694 +117	+0.2%	+$5K	0.03%	248
2025 Q1	$2.1M	Buy	52,577 +10,689	+26%	+$423K	0.03%	251
2024 Q4	$1.57M	Buy	41,888 +6,956	+20%	+$272K	0.03%	259
2024 Q3	$1.41M	Buy	34,932 +8,252	+31%	+$323K	0.03%	236
2024 Q2	$1.03M	Buy	26,680 +99	+0.4%	+$3.82K	0.03%	250
2024 Q1	$1.04M	Buy	+26,581	New	+$970K	0.03%	233

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 Partners Advisor Solutions's IMTM Position: Q2 2026 in Review

Focus Partners Advisor Solutions increased its iShares MSCI Intl Momentum Factor ETF (IMTM) stake by 6.3% in Q2 2026, buying an estimated $162K and bringing the position to 52,329 shares worth $2.79M. The position accounts for 0.02% of the portfolio, ranked #300.

Focus Partners Advisor Solutions 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.

Focus Partners Advisor Solutions held 52,329 shares of iShares MSCI Intl Momentum Factor ETF worth $2.79M as of Q2 2026.
Focus Partners Advisor Solutions bought 3,106 iShares MSCI Intl Momentum Factor ETF shares in Q2 2026, an estimated $162K.
iShares MSCI Intl Momentum Factor ETF made up 0.02% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #300 holding.
Focus Partners Advisor Solutions 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 Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.