HWM
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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
Q2 		– Sell
-8,021
Closed -$385K – 72
2026
Q1 		$385K Buy
+8,021
New +$402K 0.07% 73

Other funds holding IMTM

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Heirloom Wealth Management's IMTM Position: Q2 2026 in Review

Heirloom Wealth Management sold out of iShares MSCI Intl Momentum Factor ETF (IMTM) in Q2 2026, closing a stake of 8,021 shares — an estimated $385K sold.

Heirloom Wealth Management first reported a position in IMTM in Q1 2026 and held it in 1 quarter. The position peaked at $385K in Q1 2026. 236 funds tracked by Wall St. Rank hold IMTM as of Q2 2026.

  • Heirloom Wealth Management reported no remaining iShares MSCI Intl Momentum Factor ETF position as of Q2 2026 after selling out during the quarter.
  • Heirloom Wealth Management sold 8,021 iShares MSCI Intl Momentum Factor ETF shares in Q2 2026, an estimated $385K.
  • Heirloom Wealth Management first reported a position in iShares MSCI Intl Momentum Factor ETF in Q1 2026 and held it in 1 quarter.
  • Heirloom Wealth Management's iShares MSCI Intl Momentum Factor ETF position peaked at $385K in Q1 2026.
  • 236 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2026.

Based on Heirloom Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.