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IronBridge Private Wealth’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

IronBridge Private Wealth’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
2022
Q1 		– Sell
-32
Closed -$1K – 160
2021
Q4 		$1K Hold
32
– – ﹤0.01% 275
2021
Q3 		$1K Buy
32
+2
+7% +$79 ﹤0.01% 260
2021
Q2 		$1K Sell
30
-489
-94% -$19.2K ﹤0.01% 263
2021
Q1 		$20K Sell
519
-134,781
-100% -$5.14M 0.01% 103
2020
Q4 		$5.09M Buy
+135,300
New +$4.78M 3.76% 8

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
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 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
1WM
1900 Wealth Management San Antonio, Texas $1.56B AUM 14.13% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

IronBridge Private Wealth's IMTM Position: Q1 2022 in Review

IronBridge Private Wealth sold out of iShares MSCI Intl Momentum Factor ETF (IMTM) in Q1 2022, closing a stake of 32 shares — an estimated $1K sold.

IronBridge Private Wealth first reported a position in IMTM in Q4 2020 and held it in 5 quarters. The position peaked at $5.09M in Q4 2020. 99 funds tracked by Wall St. Rank hold IMTM as of Q1 2022.

  • IronBridge Private Wealth reported no remaining iShares MSCI Intl Momentum Factor ETF position as of Q1 2022 after selling out during the quarter.
  • IronBridge Private Wealth sold 32 iShares MSCI Intl Momentum Factor ETF shares in Q1 2022, an estimated $1K.
  • IronBridge Private Wealth first reported a position in iShares MSCI Intl Momentum Factor ETF in Q4 2020 and held it in 5 quarters.
  • IronBridge Private Wealth's iShares MSCI Intl Momentum Factor ETF position peaked at $5.09M in Q4 2020.
  • 99 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q1 2022.

Based on IronBridge Private Wealth's 13F filing for Q1 2022, filed 16 May 2022.