Kestra Advisory Services’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Kestra Advisory Services’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	$1.37M	Buy	25,781 +4,200	+19%	+$219K	﹤0.01%	1607
2026 Q1	$1.04M	Sell	21,581 -817	-4%	-$40.9K	﹤0.01%	1706
2025 Q4	$1.07M	Buy	22,398 +243	+1%	+$11.6K	﹤0.01%	1605
2025 Q3	$1.06M	Buy	22,155 +17,762	+404%	+$822K	﹤0.01%	1550
2025 Q2	$201K	Buy	+4,393	New	+$188K	﹤0.01%	2652
2025 Q1	–	Sell	-14,044	Closed	-$525K	–	2828
2024 Q4	$525K	Buy	+14,044	New	+$548K	﹤0.01%	1845

Other funds holding IMTM

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

Kestra Advisory Services's IMTM Position: Q2 2026 in Review

Kestra Advisory Services increased its iShares MSCI Intl Momentum Factor ETF (IMTM) stake by 19% in Q2 2026, buying an estimated $219K and bringing the position to 25,781 shares worth $1.37M. The position accounts for ﹤0.01% of the portfolio, ranked #1607.

Kestra Advisory Services first reported a position in IMTM in Q4 2024 and has held it in 6 quarters since. 235 funds tracked by Wall St. Rank hold IMTM as of Q2 2026.

Kestra Advisory Services held 25,781 shares of iShares MSCI Intl Momentum Factor ETF worth $1.37M as of Q2 2026.
Kestra Advisory Services bought 4,200 iShares MSCI Intl Momentum Factor ETF shares in Q2 2026, an estimated $219K.
iShares MSCI Intl Momentum Factor ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1607 holding.
Kestra Advisory Services first reported a position in iShares MSCI Intl Momentum Factor ETF in Q4 2024 and has held it in 6 quarters since.
235 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.