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

Heirloom 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	$385K	Buy	+8,021	New	+$402K	0.07%	73

Other funds holding IMTM

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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 $5.76B AUM 24.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Heirloom Wealth Management's IMTM Position: Q1 2026 in Review

Heirloom Wealth Management opened a new position in iShares MSCI Intl Momentum Factor ETF (IMTM) in Q1 2026: 8,021 shares worth $385K. The stake represents 0.07% of the portfolio and ranks #73 among its holdings.

231 funds tracked by Wall St. Rank hold IMTM as of Q1 2026.

Heirloom Wealth Management held 8,021 shares of iShares MSCI Intl Momentum Factor ETF worth $385K as of Q1 2026.
iShares MSCI Intl Momentum Factor ETF was a new Heirloom Wealth Management position in Q1 2026.
iShares MSCI Intl Momentum Factor ETF made up 0.07% of Heirloom Wealth Management's portfolio in Q1 2026, its #73 holding.
231 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q1 2026.

Based on Heirloom Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.