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Howe & Rusling’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Howe & Rusling’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
2023
Q4 		– Sell
-1,110
Closed -$34.9K – 381
2023
Q3 		$34.9K Buy
+1,110
New +$36.3K ﹤0.01% 268

Other funds holding IMTM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
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
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
AC
Adroit Compliance $479M AUM
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Howe & Rusling's IMTM Position: Q4 2023 in Review

Howe & Rusling sold out of iShares MSCI Intl Momentum Factor ETF (IMTM) in Q4 2023, closing a stake of 1,110 shares — an estimated $34.9K sold.

Howe & Rusling first reported a position in IMTM in Q3 2023 and held it in 1 quarter. The position peaked at $34.9K in Q3 2023. 115 funds tracked by Wall St. Rank hold IMTM as of Q4 2023.

  • Howe & Rusling reported no remaining iShares MSCI Intl Momentum Factor ETF position as of Q4 2023 after selling out during the quarter.
  • Howe & Rusling sold 1,110 iShares MSCI Intl Momentum Factor ETF shares in Q4 2023, an estimated $34.9K.
  • Howe & Rusling first reported a position in iShares MSCI Intl Momentum Factor ETF in Q3 2023 and held it in 1 quarter.
  • Howe & Rusling's iShares MSCI Intl Momentum Factor ETF position peaked at $34.9K in Q3 2023.
  • 115 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q4 2023.

Based on Howe & Rusling's 13F filing for Q4 2023, filed 6 Feb 2024.