Golden State Wealth Management’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Golden State Wealth Management’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	–	Sell	-932	Closed	-$44.7K	–	1675
2025 Q4	$44.7K	Hold	932	–	–	﹤0.01%	717
2025 Q3	$44.6K	Hold	932	–	–	﹤0.01%	705
2025 Q2	$42.6K	Hold	932	–	–	0.01%	682
2025 Q1	$37.2K	Buy	+932	New	+$36.9K	0.01%	655

Other funds holding IMTM

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Golden State Wealth Management's IMTM Position: Q1 2026 in Review

Golden State Wealth Management sold out of iShares MSCI Intl Momentum Factor ETF (IMTM) in Q1 2026, closing a stake of 932 shares — an estimated $44.7K sold.

Golden State Wealth Management first reported a position in IMTM in Q1 2025 and held it in 4 quarters. The position peaked at $44.7K in Q4 2025. 233 funds tracked by Wall St. Rank hold IMTM as of Q1 2026.

Golden State Wealth Management reported no remaining iShares MSCI Intl Momentum Factor ETF position as of Q1 2026 after selling out during the quarter.
Golden State Wealth Management sold 932 iShares MSCI Intl Momentum Factor ETF shares in Q1 2026, an estimated $44.7K.
Golden State Wealth Management first reported a position in iShares MSCI Intl Momentum Factor ETF in Q1 2025 and held it in 4 quarters.
Golden State Wealth Management's iShares MSCI Intl Momentum Factor ETF position peaked at $44.7K in Q4 2025.
233 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.