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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return

KFAA

Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

ACM

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

ACA

Atlas Capital Advisors Jackson, Wyoming $914M AUM

1WM

1900 Wealth Management San Antonio, Texas $1.8B AUM 19.39% 1-Year Est. Return

Intelligence Driven Advisers's IMTM Position: Q1 2023 in Review

Intelligence Driven Advisers sold out of iShares MSCI Intl Momentum Factor ETF (IMTM) in Q1 2023, closing a stake of 6,815 shares — an estimated $213K sold.

Intelligence Driven Advisers first reported a position in IMTM in Q4 2020 and held it in 9 quarters. The position peaked at $5.46M in Q1 2022. 100 funds tracked by Wall St. Rank hold IMTM as of Q1 2023.

Intelligence Driven Advisers reported no remaining iShares MSCI Intl Momentum Factor ETF position as of Q1 2023 after selling out during the quarter.
Intelligence Driven Advisers sold 6,815 iShares MSCI Intl Momentum Factor ETF shares in Q1 2023, an estimated $213K.
Intelligence Driven Advisers first reported a position in iShares MSCI Intl Momentum Factor ETF in Q4 2020 and held it in 9 quarters.
Intelligence Driven Advisers's iShares MSCI Intl Momentum Factor ETF position peaked at $5.46M in Q1 2022.
100 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q1 2023.

Based on Intelligence Driven Advisers's 13F filing for Q1 2023, filed 11 May 2023.