IWS
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Insight Wealth Strategies’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Insight Wealth Strategies’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
2019
Q4 		– Sell
-9,505
Closed -$279K – 204
2019
Q3 		$279K Buy
+9,505
New +$279K 0.07% 159

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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
ACA
Ackerman Capital Advisors Dallas, Texas $488M AUM 14.36% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
ACA
Atlas Capital Advisors Jackson, Wyoming $875M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Insight Wealth Strategies's IMTM Position: Q4 2019 in Review

Insight Wealth Strategies sold out of iShares MSCI Intl Momentum Factor ETF (IMTM) in Q4 2019, closing a stake of 9,505 shares — an estimated $279K sold.

Insight Wealth Strategies first reported a position in IMTM in Q3 2019 and held it in 1 quarter. The position peaked at $279K in Q3 2019. 50 funds tracked by Wall St. Rank hold IMTM as of Q4 2019.

  • Insight Wealth Strategies reported no remaining iShares MSCI Intl Momentum Factor ETF position as of Q4 2019 after selling out during the quarter.
  • Insight Wealth Strategies sold 9,505 iShares MSCI Intl Momentum Factor ETF shares in Q4 2019, an estimated $279K.
  • Insight Wealth Strategies first reported a position in iShares MSCI Intl Momentum Factor ETF in Q3 2019 and held it in 1 quarter.
  • Insight Wealth Strategies's iShares MSCI Intl Momentum Factor ETF position peaked at $279K in Q3 2019.
  • 50 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q4 2019.

Based on Insight Wealth Strategies's 13F filing for Q4 2019, filed 21 Feb 2020.