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Horizon Family Wealth’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Horizon Family Wealth’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
Q4 		– Sell
-73,312
Closed -$1.97M – 58
2022
Q3 		$1.97M Hold
73,312
– – 2.4% 13
2022
Q2 		$2.19M Buy
73,312
+7,495
+11% +$243K 2.55% 13
2022
Q1 		$2.33M Buy
65,817
+257
+0.4% +$9.14K 2.31% 12
2021
Q4 		$2.49M Buy
+65,560
New +$2.56M 2.54% 11

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
Jane Street
Jane Street New York $777B AUM 61.18% 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
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.56B AUM 14.13% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

Horizon Family Wealth's IMTM Position: Q4 2022 in Review

Horizon Family Wealth sold out of iShares MSCI Intl Momentum Factor ETF (IMTM) in Q4 2022, closing a stake of 73,312 shares — an estimated $1.97M sold.

Horizon Family Wealth first reported a position in IMTM in Q4 2021 and held it in 4 quarters. The position peaked at $2.49M in Q4 2021. 102 funds tracked by Wall St. Rank hold IMTM as of Q4 2022.

  • Horizon Family Wealth reported no remaining iShares MSCI Intl Momentum Factor ETF position as of Q4 2022 after selling out during the quarter.
  • Horizon Family Wealth sold 73,312 iShares MSCI Intl Momentum Factor ETF shares in Q4 2022, an estimated $1.97M.
  • Horizon Family Wealth first reported a position in iShares MSCI Intl Momentum Factor ETF in Q4 2021 and held it in 4 quarters.
  • Horizon Family Wealth's iShares MSCI Intl Momentum Factor ETF position peaked at $2.49M in Q4 2021.
  • 102 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q4 2022.

Based on Horizon Family Wealth's 13F filing for Q4 2022, filed 7 Feb 2023.