Jones Financial Companies’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Jones Financial Companies’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	$2.62K	Buy	+50	New	+$2.61K	﹤0.01%	4350
2026 Q1	–	Sell	-1,134	Closed	-$54.4K	–	4829
2025 Q4	$54.4K	Buy	1,134 +791	+231%	+$37.9K	﹤0.01%	2482
2025 Q3	$16.3K	Buy	+343	New	+$15.9K	﹤0.01%	2894
2025 Q2	–	Sell	-561	Closed	-$22.5K	–	4100
2025 Q1	$22.5K	Buy	+561	New	+$22.2K	﹤0.01%	2387
2024 Q3	–	Sell	-73	Closed	-$2.82K	–	3068
2024 Q2	$2.82K	Buy	+73	New	+$2.82K	﹤0.01%	2080

Other funds holding IMTM

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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

Jones Financial Companies's IMTM Position: Q2 2026 in Review

Jones Financial Companies opened a new position in iShares MSCI Intl Momentum Factor ETF (IMTM) in Q2 2026: 50 shares worth $2.62K. The stake represents ﹤0.01% of the portfolio and ranks #4350 among its holdings. This is a return to the name: Jones Financial Companies previously reported a position in IMTM as recently as Q4 2025.

Jones Financial Companies first reported a position in IMTM in Q2 2024 and has held it in 5 quarters since. The position peaked at $54.4K in Q4 2025. 236 funds tracked by Wall St. Rank hold IMTM as of Q2 2026.

Jones Financial Companies held 50 shares of iShares MSCI Intl Momentum Factor ETF worth $2.62K as of Q2 2026.
iShares MSCI Intl Momentum Factor ETF was a new Jones Financial Companies position in Q2 2026.
iShares MSCI Intl Momentum Factor ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #4350 holding.
Jones Financial Companies first reported a position in iShares MSCI Intl Momentum Factor ETF in Q2 2024 and has held it in 5 quarters since.
Jones Financial Companies's iShares MSCI Intl Momentum Factor ETF position peaked at $54.4K in Q4 2025.
236 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.