Intelligence Driven Advisers’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Intelligence Driven Advisers’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 Q1	–	Sell	-6,815	Closed	-$213K	–	97
2022 Q4	$213K	Sell	6,815 -154,184	-96%	-$4.58M	0.04%	95
2022 Q3	$4.46M	Sell	160,999 -10,637	-6%	-$314K	0.9%	32
2022 Q2	$5M	Buy	171,636 +15,273	+10%	+$495K	0.98%	32
2022 Q1	$5.46M	Buy	156,363 +35,453	+29%	+$1.26M	1%	28
2021 Q4	$4.27M	Buy	120,910 +53,604	+80%	+$2.09M	0.78%	27
2021 Q3	$2.57M	Hold	67,306	–	–	0.58%	29
2021 Q2	$2.6M	Hold	67,306	–	–	0.51%	36
2021 Q1	$2.53M	Sell	67,306 -276	-0.4%	-$10.5K	0.57%	35
2020 Q4	$2.54M	Buy	+67,582	New	+$2.39M	0.57%	35

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

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return

Klaas Financial Asset Advisors Loves Park, Illinois $724M AUM 11.62% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.26B AUM 14.64% 1-Year Est. Return

Armbruster Capital Management Pittsford, New York $610M AUM 17.51% 1-Year Est. Return

Atlas Capital Advisors Jackson, Wyoming $875M AUM

1900 Wealth Management San Antonio, Texas $1.56B AUM 14.13% 1-Year Est. Return