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HBK Sorce Advisory’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

HBK Sorce Advisory’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
2022
Q1 		– Sell
-7,175
Closed -$273K – 585
2021
Q4 		$273K Buy
7,175
+625
+10% +$24.4K 0.01% 472
2021
Q3 		$249K Buy
+6,550
New +$257K 0.01% 492

Other funds holding IMTM

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
BlackRock
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
1WM
1900 Wealth Management San Antonio, Texas $1.56B AUM 14.13% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

HBK Sorce Advisory's IMTM Position: Q1 2022 in Review

HBK Sorce Advisory sold out of iShares MSCI Intl Momentum Factor ETF (IMTM) in Q1 2022, closing a stake of 7,175 shares — an estimated $273K sold.

HBK Sorce Advisory first reported a position in IMTM in Q3 2021 and held it in 2 quarters. The position peaked at $273K in Q4 2021. 99 funds tracked by Wall St. Rank hold IMTM as of Q1 2022.

  • HBK Sorce Advisory reported no remaining iShares MSCI Intl Momentum Factor ETF position as of Q1 2022 after selling out during the quarter.
  • HBK Sorce Advisory sold 7,175 iShares MSCI Intl Momentum Factor ETF shares in Q1 2022, an estimated $273K.
  • HBK Sorce Advisory first reported a position in iShares MSCI Intl Momentum Factor ETF in Q3 2021 and held it in 2 quarters.
  • HBK Sorce Advisory's iShares MSCI Intl Momentum Factor ETF position peaked at $273K in Q4 2021.
  • 99 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q1 2022.

Based on HBK Sorce Advisory's 13F filing for Q1 2022, filed 13 May 2022.