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Freestone Capital Holdings’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Freestone Capital Holdings’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
2021
Q1 		– Sell
-22
Closed -$843 – 727
2020
Q4 		$843 Hold
22
– – ﹤0.01% 1230
2020
Q3 		$758 Buy
+22
New +$736 ﹤0.01% 1146

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Victory Capital Management
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AP
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USAA
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Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

Freestone Capital Holdings's IMTM Position: Q1 2021 in Review

Freestone Capital Holdings sold out of iShares MSCI Intl Momentum Factor ETF (IMTM) in Q1 2021, closing a stake of 22 shares — an estimated $843 sold.

Freestone Capital Holdings first reported a position in IMTM in Q3 2020 and held it in 2 quarters. The position peaked at $843 in Q4 2020. 99 funds tracked by Wall St. Rank hold IMTM as of Q1 2021.

  • Freestone Capital Holdings reported no remaining iShares MSCI Intl Momentum Factor ETF position as of Q1 2021 after selling out during the quarter.
  • Freestone Capital Holdings sold 22 iShares MSCI Intl Momentum Factor ETF shares in Q1 2021, an estimated $843.
  • Freestone Capital Holdings first reported a position in iShares MSCI Intl Momentum Factor ETF in Q3 2020 and held it in 2 quarters.
  • Freestone Capital Holdings's iShares MSCI Intl Momentum Factor ETF position peaked at $843 in Q4 2020.
  • 99 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q1 2021.

Based on Freestone Capital Holdings's 13F filing for Q1 2021, filed 17 May 2021.