Focus Partners Wealth
IMTM icon

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

Focus Partners Wealth’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 		$1.07M Buy
20,110
+1,610
+9% +$84K ﹤0.01% 1627
2026
Q1 		$888K Buy
18,500
+1,652
+10% +$82.8K ﹤0.01% 1676
2025
Q4 		$808K Buy
16,848
+10,350
+159% +$496K ﹤0.01% 1732
2025
Q3 		$311K Buy
+6,498
New +$301K ﹤0.01% 1825

Other funds holding IMTM

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Focus Partners Wealth's IMTM Position: Q2 2026 in Review

Focus Partners Wealth increased its iShares MSCI Intl Momentum Factor ETF (IMTM) stake by 8.7% in Q2 2026, buying an estimated $84K and bringing the position to 20,110 shares worth $1.07M. The position accounts for ﹤0.01% of the portfolio, ranked #1627.

Focus Partners Wealth first reported a position in IMTM in Q3 2025 and has held it in 4 quarters since. 236 funds tracked by Wall St. Rank hold IMTM as of Q2 2026.

  • Focus Partners Wealth held 20,110 shares of iShares MSCI Intl Momentum Factor ETF worth $1.07M as of Q2 2026.
  • Focus Partners Wealth bought 1,610 iShares MSCI Intl Momentum Factor ETF shares in Q2 2026, an estimated $84K.
  • iShares MSCI Intl Momentum Factor ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1627 holding.
  • Focus Partners Wealth first reported a position in iShares MSCI Intl Momentum Factor ETF in Q3 2025 and has held it in 4 quarters since.
  • 236 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.