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

Global Retirement 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
2024 Q4	$1.53K	Hold	41	–	–	﹤0.01%	3168
2024 Q3	$1.66K	Hold	41	–	–	﹤0.01%	2997
2024 Q2	$1.59K	Buy	+41	New	+$1.58K	﹤0.01%	3050
2024 Q1	–	Sell	-27	Closed	-$933	–	3434
2023 Q4	$933	Buy	+27	New	+$878	﹤0.01%	2922
2023 Q3	–	Sell	-185	Closed	-$6.14K	–	3299
2023 Q2	$6.14K	Hold	185	–	–	﹤0.01%	2127
2023 Q1	$6.08K	Hold	185	–	–	﹤0.01%	2098
2022 Q4	$5.7K	Hold	185	–	–	﹤0.01%	1985
2022 Q3	$5K	Hold	185	–	–	﹤0.01%	1933
2022 Q2	$6K	Hold	185	–	–	﹤0.01%	1824
2022 Q1	$6K	Buy	+185	New	+$6.58K	﹤0.01%	1824

Other funds holding IMTM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Global Retirement Partners's IMTM Position: Q4 2024 in Review

Global Retirement Partners held its iShares MSCI Intl Momentum Factor ETF (IMTM) position steady in Q4 2024 at 41 shares worth $1.53K. The position accounts for ﹤0.01% of the portfolio, ranked #3168.

Global Retirement Partners first reported a position in IMTM in Q1 2022 and has held it in 10 quarters since. The position peaked at $6.14K in Q2 2023. 164 funds tracked by Wall St. Rank hold IMTM as of Q4 2024.

Global Retirement Partners held 41 shares of iShares MSCI Intl Momentum Factor ETF worth $1.53K as of Q4 2024.
Global Retirement Partners left its iShares MSCI Intl Momentum Factor ETF share count unchanged in Q4 2024.
iShares MSCI Intl Momentum Factor ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2024, its #3168 holding.
Global Retirement Partners first reported a position in iShares MSCI Intl Momentum Factor ETF in Q1 2022 and has held it in 10 quarters since.
Global Retirement Partners's iShares MSCI Intl Momentum Factor ETF position peaked at $6.14K in Q2 2023.
164 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q4 2024.

Based on Global Retirement Partners's 13F filing for Q4 2024, filed 31 Jan 2025.