Insigneo Advisory Services’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Insigneo Advisory Services’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	$2.58M	Buy	48,409 +30,809	+175%	+$1.61M	0.1%	158
2026 Q1	$845K	Buy	17,600 +11,164	+173%	+$559K	0.06%	243
2025 Q4	$309K	Sell	6,436 -938	-13%	-$44.9K	0.02%	504
2025 Q3	$353K	Sell	7,374 -535	-7%	-$24.8K	0.02%	465
2025 Q2	$361K	Buy	+7,909	New	+$338K	0.03%	415

Other funds holding IMTM

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Insigneo Advisory Services's IMTM Position: Q2 2026 in Review

Insigneo Advisory Services increased its iShares MSCI Intl Momentum Factor ETF (IMTM) stake by 175% in Q2 2026, buying an estimated $1.61M and bringing the position to 48,409 shares worth $2.58M. The position accounts for 0.1% of the portfolio, ranked #158.

Insigneo Advisory Services first reported a position in IMTM in Q2 2025 and has held it in 5 quarters since. 235 funds tracked by Wall St. Rank hold IMTM as of Q2 2026.

Insigneo Advisory Services held 48,409 shares of iShares MSCI Intl Momentum Factor ETF worth $2.58M as of Q2 2026.
Insigneo Advisory Services bought 30,809 iShares MSCI Intl Momentum Factor ETF shares in Q2 2026, an estimated $1.61M.
iShares MSCI Intl Momentum Factor ETF made up 0.1% of Insigneo Advisory Services's portfolio in Q2 2026, its #158 holding.
Insigneo Advisory Services first reported a position in iShares MSCI Intl Momentum Factor ETF in Q2 2025 and has held it in 5 quarters since.
235 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2026.

Based on Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.