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Fortune Financial Advisors’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Fortune Financial Advisors’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 		$570K Buy
10,693
+1,891
+21% +$98.7K 0.24% 91
2026
Q1 		$423K Buy
8,802
+4,344
+97% +$218K 0.22% 96
2025
Q4 		$214K Buy
+4,458
New +$214K 0.14% 94

Other funds holding IMTM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
SPA
Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $982M AUM 21.85% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
SPWM
Straight Path Wealth Management Jenison, Michigan $428M AUM 26.3% 1-Year Est. Return
FCT
Family Capital Trust Peabody, Massachusetts $307M AUM 13.97% 1-Year Est. Return

Fortune Financial Advisors's IMTM Position: Q2 2026 in Review

Fortune Financial Advisors increased its iShares MSCI Intl Momentum Factor ETF (IMTM) stake by 21% in Q2 2026, buying an estimated $98.7K and bringing the position to 10,693 shares worth $570K. The position accounts for 0.24% of the portfolio, ranked #91.

Fortune Financial Advisors first reported a position in IMTM in Q4 2025 and has held it in 3 quarters since. 101 funds tracked by Wall St. Rank hold IMTM as of Q2 2026.

  • Fortune Financial Advisors held 10,693 shares of iShares MSCI Intl Momentum Factor ETF worth $570K as of Q2 2026.
  • Fortune Financial Advisors bought 1,891 iShares MSCI Intl Momentum Factor ETF shares in Q2 2026, an estimated $98.7K.
  • iShares MSCI Intl Momentum Factor ETF made up 0.24% of Fortune Financial Advisors's portfolio in Q2 2026, its #91 holding.
  • Fortune Financial Advisors first reported a position in iShares MSCI Intl Momentum Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • 101 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2026.

Based on Fortune Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.