GIA
IMTM icon

GHP Investment Advisors’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

GHP Investment 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
2025
Q1 		– Sell
-198
Closed -$7.41K – 1000
2024
Q4 		$7.41K Buy
+198
New +$7.73K ﹤0.01% 742
2022
Q4 		– Sell
-491
Closed -$13K – 949
2022
Q3 		$13K Hold
491
– – ﹤0.01% 635
2022
Q2 		$15K Buy
+491
New +$15.9K ﹤0.01% 623

Other funds holding IMTM

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GHP Investment Advisors's IMTM Position: Q1 2025 in Review

GHP Investment Advisors sold out of iShares MSCI Intl Momentum Factor ETF (IMTM) in Q1 2025, closing a stake of 198 shares — an estimated $7.41K sold.

GHP Investment Advisors first reported a position in IMTM in Q2 2022 and held it in 3 quarters. The position peaked at $15K in Q2 2022. 168 funds tracked by Wall St. Rank hold IMTM as of Q1 2025.

  • GHP Investment Advisors reported no remaining iShares MSCI Intl Momentum Factor ETF position as of Q1 2025 after selling out during the quarter.
  • GHP Investment Advisors sold 198 iShares MSCI Intl Momentum Factor ETF shares in Q1 2025, an estimated $7.41K.
  • GHP Investment Advisors first reported a position in iShares MSCI Intl Momentum Factor ETF in Q2 2022 and held it in 3 quarters.
  • GHP Investment Advisors's iShares MSCI Intl Momentum Factor ETF position peaked at $15K in Q2 2022.
  • 168 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q1 2025.

Based on GHP Investment Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.