Glassman Wealth Services’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Glassman Wealth Services’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	–	Sell	-92	Closed	-$4.42K	–	242
2026 Q1	$4.42K	Hold	92	–	–	﹤0.01%	166
2025 Q4	$4.41K	Hold	92	–	–	﹤0.01%	175
2025 Q3	$4.41K	Buy	+92	New	+$4.26K	﹤0.01%	162
2025 Q1	–	Sell	-1,627	Closed	-$60.9K	–	216
2024 Q4	$60.9K	Hold	1,627	–	–	0.01%	102
2024 Q3	$65.7K	Hold	1,627	–	–	0.01%	98
2024 Q2	$62.9K	Hold	1,627	–	–	0.01%	104
2024 Q1	$63.8K	Buy	+1,627	New	+$59.3K	0.01%	105

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

Glassman Wealth Services's IMTM Position: Q2 2026 in Review

Glassman Wealth Services sold out of iShares MSCI Intl Momentum Factor ETF (IMTM) in Q2 2026, closing a stake of 92 shares — an estimated $4.42K sold.

Glassman Wealth Services first reported a position in IMTM in Q1 2024 and held it in 7 quarters. The position peaked at $65.7K in Q3 2024. 235 funds tracked by Wall St. Rank hold IMTM as of Q2 2026.

Glassman Wealth Services reported no remaining iShares MSCI Intl Momentum Factor ETF position as of Q2 2026 after selling out during the quarter.
Glassman Wealth Services sold 92 iShares MSCI Intl Momentum Factor ETF shares in Q2 2026, an estimated $4.42K.
Glassman Wealth Services first reported a position in iShares MSCI Intl Momentum Factor ETF in Q1 2024 and held it in 7 quarters.
Glassman Wealth Services's iShares MSCI Intl Momentum Factor ETF position peaked at $65.7K in Q3 2024.
235 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2026.

Based on Glassman Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.