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

Girard Partners’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
2023
Q3 		– Sell
-7,801
Closed -$259K – 253
2023
Q2 		$259K Buy
7,801
+9
+0.1% +$297 0.03% 221
2023
Q1 		$252K Buy
7,792
+829
+12% +$26.3K 0.03% 224
2022
Q4 		$215K Buy
+6,963
New +$207K 0.02% 251

Other funds holding IMTM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 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

Girard Partners's IMTM Position: Q3 2023 in Review

Girard Partners sold out of iShares MSCI Intl Momentum Factor ETF (IMTM) in Q3 2023, closing a stake of 7,801 shares — an estimated $259K sold.

Girard Partners first reported a position in IMTM in Q4 2022 and held it in 3 quarters. The position peaked at $259K in Q2 2023. 103 funds tracked by Wall St. Rank hold IMTM as of Q3 2023.

  • Girard Partners reported no remaining iShares MSCI Intl Momentum Factor ETF position as of Q3 2023 after selling out during the quarter.
  • Girard Partners sold 7,801 iShares MSCI Intl Momentum Factor ETF shares in Q3 2023, an estimated $259K.
  • Girard Partners first reported a position in iShares MSCI Intl Momentum Factor ETF in Q4 2022 and held it in 3 quarters.
  • Girard Partners's iShares MSCI Intl Momentum Factor ETF position peaked at $259K in Q2 2023.
  • 103 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q3 2023.

Based on Girard Partners's 13F filing for Q3 2023, filed 2 Nov 2023.