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

Kestra Private Wealth 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 		$820K Sell
15,381
-346
-2% -$18.1K 0.01% 1009
2026
Q1 		$755K Sell
15,727
-2,180
-12% -$109K 0.01% 984
2025
Q4 		$859K Buy
17,907
+1,072
+6% +$51.3K 0.01% 872
2025
Q3 		$806K Buy
+16,835
New +$779K 0.01% 874

Other funds holding IMTM

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Kestra Private Wealth Services's IMTM Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its iShares MSCI Intl Momentum Factor ETF (IMTM) stake by 2.2% in Q2 2026, selling an estimated $18.1K and leaving 15,381 shares worth $820K. The position accounts for 0.01% of the portfolio, ranked #1009.

Kestra Private Wealth Services first reported a position in IMTM in Q3 2025 and has held it in 4 quarters since. The position peaked at $859K in Q4 2025. 236 funds tracked by Wall St. Rank hold IMTM as of Q2 2026.

  • Kestra Private Wealth Services held 15,381 shares of iShares MSCI Intl Momentum Factor ETF worth $820K as of Q2 2026.
  • Kestra Private Wealth Services sold 346 iShares MSCI Intl Momentum Factor ETF shares in Q2 2026, an estimated $18.1K.
  • iShares MSCI Intl Momentum Factor ETF made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1009 holding.
  • Kestra Private Wealth Services first reported a position in iShares MSCI Intl Momentum Factor ETF in Q3 2025 and has held it in 4 quarters since.
  • Kestra Private Wealth Services's iShares MSCI Intl Momentum Factor ETF position peaked at $859K in Q4 2025.
  • 236 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2026.

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