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Lansing Street Advisors’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Lansing Street Advisors’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
2023
Q2 		$349K Buy
10,500
+128
+1% +$4.22K 0.2% 60
2023
Q1 		$335K Buy
10,372
+763
+8% +$24.2K 0.21% 63
2022
Q4 		$296K Buy
9,609
+133
+1% +$3.95K 0.2% 66
2022
Q3 		$255K Sell
9,476
-897
-9% -$26.5K 0.2% 72
2022
Q2 		$310K Buy
10,373
+94
+0.9% +$3.05K 0.24% 58
2022
Q1 		$358K Buy
+10,279
New +$366K 0.23% 60

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 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
ACA
Atlas Capital Advisors Jackson, Wyoming $875M AUM

Lansing Street Advisors's IMTM Position: Q2 2023 in Review

Lansing Street Advisors increased its iShares MSCI Intl Momentum Factor ETF (IMTM) stake by 1.2% in Q2 2023, buying an estimated $4.22K and bringing the position to 10,500 shares worth $349K. The position accounts for 0.2% of the portfolio, ranked #60.

Lansing Street Advisors first reported a position in IMTM in Q1 2022 and has held it in 6 quarters since. The position peaked at $358K in Q1 2022. 109 funds tracked by Wall St. Rank hold IMTM as of Q2 2023.

  • Lansing Street Advisors held 10,500 shares of iShares MSCI Intl Momentum Factor ETF worth $349K as of Q2 2023.
  • Lansing Street Advisors bought 128 iShares MSCI Intl Momentum Factor ETF shares in Q2 2023, an estimated $4.22K.
  • iShares MSCI Intl Momentum Factor ETF made up 0.2% of Lansing Street Advisors's portfolio in Q2 2023, its #60 holding.
  • Lansing Street Advisors first reported a position in iShares MSCI Intl Momentum Factor ETF in Q1 2022 and has held it in 6 quarters since.
  • Lansing Street Advisors's iShares MSCI Intl Momentum Factor ETF position peaked at $358K in Q1 2022.
  • 109 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2023.

Based on Lansing Street Advisors's 13F filing for Q2 2023, filed 11 Aug 2023.