FWL Investment Management’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

FWL Investment Management’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	$113K	Hold	2,116	–	–	0.02%	140
2026 Q1	$102K	Hold	2,116	–	–	0.02%	133
2025 Q4	$101K	Hold	2,116	–	–	0.02%	118
2025 Q3	$101K	Hold	2,116	–	–	0.03%	110
2025 Q2	$96.7K	Hold	2,116	–	–	0.03%	120
2025 Q1	$84.5K	Hold	2,116	–	–	0.03%	120
2024 Q4	$79.1K	Hold	2,116	–	–	0.03%	126
2024 Q3	$85.4K	Buy	+2,116	New	+$82.7K	0.03%	100

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

FWL Investment Management's IMTM Position: Q2 2026 in Review

FWL Investment Management held its iShares MSCI Intl Momentum Factor ETF (IMTM) position steady in Q2 2026 at 2,116 shares worth $113K. The position accounts for 0.02% of the portfolio, ranked #140.

FWL Investment Management first reported a position in IMTM in Q3 2024 and has held it in 8 quarters since. 236 funds tracked by Wall St. Rank hold IMTM as of Q2 2026.

FWL Investment Management held 2,116 shares of iShares MSCI Intl Momentum Factor ETF worth $113K as of Q2 2026.
FWL Investment Management left its iShares MSCI Intl Momentum Factor ETF share count unchanged in Q2 2026.
iShares MSCI Intl Momentum Factor ETF made up 0.02% of FWL Investment Management's portfolio in Q2 2026, its #140 holding.
FWL Investment Management first reported a position in iShares MSCI Intl Momentum Factor ETF in Q3 2024 and has held it in 8 quarters since.
236 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2026.

Based on FWL Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.