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Householder Group Estate & Retirement Specialist’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024
Q4 		$4K Buy
+128
New +$5K ﹤0.01% 440
2022
Q4 		– Sell
-4
Closed – – 693
2022
Q3 		$0 Buy
+4
New +$118 ﹤0.01% 1151

Other funds holding IMTM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's IMTM Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist opened a new position in iShares MSCI Intl Momentum Factor ETF (IMTM) in Q4 2024: 128 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #440 among its holdings. This is a return to the name: Householder Group Estate & Retirement Specialist previously reported a position in IMTM as recently as Q3 2022.

Householder Group Estate & Retirement Specialist first reported a position in IMTM in Q3 2022 and has held it in 2 quarters since. 164 funds tracked by Wall St. Rank hold IMTM as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 128 shares of iShares MSCI Intl Momentum Factor ETF worth $4K as of Q4 2024.
  • iShares MSCI Intl Momentum Factor ETF was a new Householder Group Estate & Retirement Specialist position in Q4 2024.
  • iShares MSCI Intl Momentum Factor ETF made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #440 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in iShares MSCI Intl Momentum Factor ETF in Q3 2022 and has held it in 2 quarters since.
  • 164 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.