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Integrated Wealth Concepts’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Integrated Wealth Concepts’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
Q2 		– Sell
-10,782
Closed -$423K – 1681
2024
Q1 		$423K Sell
10,782
-9,800
-48% -$357K 0.01% 1130
2023
Q4 		$706K Hold
20,582
– – 0.01% 861
2023
Q3 		$648K Hold
20,582
– – 0.01% 876
2023
Q2 		$683K Hold
20,582
– – 0.01% 840
2023
Q1 		$665K Buy
20,582
+943
+5% +$30K 0.01% 760
2022
Q4 		$605K Buy
+19,639
New +$583K 0.02% 600

Other funds holding IMTM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

Integrated Wealth Concepts's IMTM Position: Q2 2024 in Review

Integrated Wealth Concepts sold out of iShares MSCI Intl Momentum Factor ETF (IMTM) in Q2 2024, closing a stake of 10,782 shares — an estimated $423K sold.

Integrated Wealth Concepts first reported a position in IMTM in Q4 2022 and held it in 6 quarters. The position peaked at $706K in Q4 2023. 154 funds tracked by Wall St. Rank hold IMTM as of Q2 2024.

  • Integrated Wealth Concepts reported no remaining iShares MSCI Intl Momentum Factor ETF position as of Q2 2024 after selling out during the quarter.
  • Integrated Wealth Concepts sold 10,782 iShares MSCI Intl Momentum Factor ETF shares in Q2 2024, an estimated $423K.
  • Integrated Wealth Concepts first reported a position in iShares MSCI Intl Momentum Factor ETF in Q4 2022 and held it in 6 quarters.
  • Integrated Wealth Concepts's iShares MSCI Intl Momentum Factor ETF position peaked at $706K in Q4 2023.
  • 154 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2024.

Based on Integrated Wealth Concepts's 13F filing for Q2 2024, filed 14 Aug 2024.