GIA
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Gladstone Institutional Advisory’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Gladstone Institutional Advisory’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
Q1 		$337K Sell
7,013
-1,188
-14% -$59.5K 0.01% 636
2025
Q4 		$393K Sell
8,201
-663
-7% -$31.8K 0.01% 554
2025
Q3 		$424K Sell
8,864
-668
-7% -$30.9K 0.02% 561
2025
Q2 		$435K Buy
9,532
+208
+2% +$8.89K 0.02% 531
2025
Q1 		$372K Buy
9,324
+992
+12% +$39.2K 0.02% 542
2024
Q4 		$312K Buy
8,332
+328
+4% +$12.8K 0.01% 572
2024
Q3 		$323K Buy
8,004
+11
+0.1% +$430 0.02% 557
2024
Q2 		$309K Buy
+7,993
New +$309K 0.02% 532

Other funds holding IMTM

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.75B AUM 15.4% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return