Guerra Pan Advisors’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Guerra Pan Advisors’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	$335K	Hold	6,287	–	–	0.19%	83
2026 Q1	$302K	Hold	6,287	–	–	0.19%	89
2025 Q4	$302K	Hold	6,287	–	–	0.18%	88
2025 Q3	$301K	Hold	6,287	–	–	0.18%	89
2025 Q2	$287K	Hold	6,287	–	–	0.19%	90
2025 Q1	$251K	Hold	6,287	–	–	0.2%	92
2024 Q4	$235K	Hold	6,287	–	–	0.17%	98
2024 Q3	$254K	Hold	6,287	–	–	0.2%	92
2024 Q2	$243K	Hold	6,287	–	–	0.2%	92
2024 Q1	$247K	Sell	6,287 -168	-3%	-$6.13K	0.23%	88
2023 Q4	$221K	Sell	6,455 -2,859	-31%	-$93K	0.21%	101
2023 Q3	$293K	Sell	9,314 -150	-2%	-$4.9K	0.34%	69
2023 Q2	$314K	Hold	9,464	–	–	0.35%	71
2023 Q1	$306K	Hold	9,464	–	–	0.38%	67
2022 Q4	$292K	Hold	9,464	–	–	0.4%	70
2022 Q3	$260K	Hold	9,464	–	–	0.38%	68
2022 Q2	$292K	Hold	9,464	–	–	0.36%	69
2022 Q1	$307K	Hold	9,464	–	–	0.37%	66
2021 Q4	$360K	Buy	+9,464	New	+$369K	0.36%	70

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

Guerra Pan Advisors's IMTM Position: Q2 2026 in Review

Guerra Pan Advisors held its iShares MSCI Intl Momentum Factor ETF (IMTM) position steady in Q2 2026 at 6,287 shares worth $335K. The position accounts for 0.19% of the portfolio, ranked #83.

Guerra Pan Advisors first reported a position in IMTM in Q4 2021 and has held it in 19 quarters since. The position peaked at $360K in Q4 2021. 235 funds tracked by Wall St. Rank hold IMTM as of Q2 2026.

Guerra Pan Advisors held 6,287 shares of iShares MSCI Intl Momentum Factor ETF worth $335K as of Q2 2026.
Guerra Pan Advisors left its iShares MSCI Intl Momentum Factor ETF share count unchanged in Q2 2026.
iShares MSCI Intl Momentum Factor ETF made up 0.19% of Guerra Pan Advisors's portfolio in Q2 2026, its #83 holding.
Guerra Pan Advisors first reported a position in iShares MSCI Intl Momentum Factor ETF in Q4 2021 and has held it in 19 quarters since.
Guerra Pan Advisors's iShares MSCI Intl Momentum Factor ETF position peaked at $360K in Q4 2021.
235 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2026.

Based on Guerra Pan Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.