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Impact Capital Partners’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Impact Capital Partners’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 		$5.79M Buy
108,501
+4,183
+4% +$218K 1.58% 12
2026
Q1 		$5.01M Buy
104,318
+14,908
+17% +$747K 1.52% 13
2025
Q4 		$4.29M Buy
89,410
+2,708
+3% +$130K 1.27% 15
2025
Q3 		$4.15M Buy
86,702
+1,263
+1% +$58.4K 1.25% 17
2025
Q2 		$3.9M Buy
85,439
+145
+0.2% +$6.2K 1.28% 13
2025
Q1 		$3.41M Buy
85,294
+14,378
+20% +$569K 1.23% 19
2024
Q4 		$2.65M Buy
+70,916
New +$2.77M 0.94% 25

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 $59.8B AUM 29.42% 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

Impact Capital Partners's IMTM Position: Q2 2026 in Review

Impact Capital Partners increased its iShares MSCI Intl Momentum Factor ETF (IMTM) stake by 4% in Q2 2026, buying an estimated $218K and bringing the position to 108,501 shares worth $5.79M. The position accounts for 1.58% of the portfolio, ranked #12.

Impact Capital Partners first reported a position in IMTM in Q4 2024 and has held it in 7 quarters since. 236 funds tracked by Wall St. Rank hold IMTM as of Q2 2026.

  • Impact Capital Partners held 108,501 shares of iShares MSCI Intl Momentum Factor ETF worth $5.79M as of Q2 2026.
  • Impact Capital Partners bought 4,183 iShares MSCI Intl Momentum Factor ETF shares in Q2 2026, an estimated $218K.
  • iShares MSCI Intl Momentum Factor ETF made up 1.58% of Impact Capital Partners's portfolio in Q2 2026, its #12 holding.
  • Impact Capital Partners first reported a position in iShares MSCI Intl Momentum Factor ETF in Q4 2024 and has held it in 7 quarters since.
  • 236 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2026.

Based on Impact Capital Partners's 13F filing for Q2 2026, filed 14 Jul 2026.