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Global Wealth Strategies & Associates’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Global Wealth Strategies & Associates’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
Q3 		– Sell
-2,650
Closed -$121K – 489
2025
Q2 		$121K Hold
2,650
– – 0.03% 66
2025
Q1 		$106K Buy
2,650
+200
+8% +$7.91K 0.03% 70
2024
Q4 		$91.6K Hold
2,450
– – 0.03% 78
2024
Q3 		$98.9K Hold
2,450
– – 0.03% 63
2024
Q2 		$94.8K Hold
2,450
– – 0.03% 58
2024
Q1 		$96.1K Buy
+2,450
New +$89.4K 0.04% 61

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 $59.8B 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
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
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

Global Wealth Strategies & Associates's IMTM Position: Q3 2025 in Review

Global Wealth Strategies & Associates sold out of iShares MSCI Intl Momentum Factor ETF (IMTM) in Q3 2025, closing a stake of 2,650 shares — an estimated $121K sold.

Global Wealth Strategies & Associates first reported a position in IMTM in Q1 2024 and held it in 6 quarters. The position peaked at $121K in Q2 2025. 206 funds tracked by Wall St. Rank hold IMTM as of Q3 2025.

  • Global Wealth Strategies & Associates reported no remaining iShares MSCI Intl Momentum Factor ETF position as of Q3 2025 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 2,650 iShares MSCI Intl Momentum Factor ETF shares in Q3 2025, an estimated $121K.
  • Global Wealth Strategies & Associates first reported a position in iShares MSCI Intl Momentum Factor ETF in Q1 2024 and held it in 6 quarters.
  • Global Wealth Strategies & Associates's iShares MSCI Intl Momentum Factor ETF position peaked at $121K in Q2 2025.
  • 206 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q3 2025.

Based on Global Wealth Strategies & Associates's 13F filing for Q3 2025, filed 2 Oct 2025.