KWM
IMTM icon

Kingsview Wealth Management’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Kingsview Wealth Management’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
2024
Q3 		– Sell
-74,057
Closed -$2.87M – 1127
2024
Q2 		$2.87M Buy
+74,057
New +$2.86M 0.07% 267
2021
Q1 		– Sell
-16,256
Closed -$612K – 901
2020
Q4 		$612K Buy
+16,256
New +$574K 0.04% 402

Other funds holding IMTM

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
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
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

Kingsview Wealth Management's IMTM Position: Q3 2024 in Review

Kingsview Wealth Management sold out of iShares MSCI Intl Momentum Factor ETF (IMTM) in Q3 2024, closing a stake of 74,057 shares — an estimated $2.87M sold.

Kingsview Wealth Management first reported a position in IMTM in Q4 2020 and held it in 2 quarters. The position peaked at $2.87M in Q2 2024. 151 funds tracked by Wall St. Rank hold IMTM as of Q3 2024.

  • Kingsview Wealth Management reported no remaining iShares MSCI Intl Momentum Factor ETF position as of Q3 2024 after selling out during the quarter.
  • Kingsview Wealth Management sold 74,057 iShares MSCI Intl Momentum Factor ETF shares in Q3 2024, an estimated $2.87M.
  • Kingsview Wealth Management first reported a position in iShares MSCI Intl Momentum Factor ETF in Q4 2020 and held it in 2 quarters.
  • Kingsview Wealth Management's iShares MSCI Intl Momentum Factor ETF position peaked at $2.87M in Q2 2024.
  • 151 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q3 2024.

Based on Kingsview Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.