HI
IMTM icon

Harbour Investments’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Harbour Investments’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 		$119K Sell
2,482
-4,606
-65% -$231K ﹤0.01% 1825
2025
Q4 		$340K Sell
7,088
-431
-6% -$20.6K 0.01% 1026
2025
Q3 		$360K Sell
7,519
-11,538
-61% -$534K 0.01% 954
2025
Q2 		$871K Buy
19,057
+10,851
+132% +$464K 0.02% 577
2025
Q1 		$328K Buy
8,206
+404
+5% +$16K 0.01% 881
2024
Q4 		$292K Buy
7,802
+1,888
+32% +$73.7K 0.01% 878
2024
Q3 		$239K Buy
5,914
+3,856
+187% +$151K 0.01% 943
2024
Q2 		$79.6K Buy
+2,058
New +$79.4K ﹤0.01% 1333
2021
Q4 		– Sell
-189
Closed -$7K – 3151
2021
Q3 		$7K Buy
189
+6
+3% +$236 ﹤0.01% 2832
2021
Q2 		$7K Sell
183
-8
-4% -$314 ﹤0.01% 2907
2021
Q1 		$7K Buy
+191
New +$7.29K ﹤0.01% 2769

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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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.75B AUM 15.4% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return