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Leo Brokerage’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Leo Brokerage’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
2022
Q2 		– Sell
-120,858
Closed -$4.29M – 212
2022
Q1 		$4.29M Buy
+120,858
New +$4.3M 0.68% 30
2021
Q3 		$3.06M Buy
80,265
+2,299
+3% +$90.3K 0.57% 31
2021
Q2 		$3.02M Buy
77,966
+6,796
+10% +$267K 0.61% 34
2021
Q1 		$2.68M Buy
71,170
+7,150
+11% +$273K 0.76% 32
2020
Q4 		$2.41M Buy
+64,020
New +$2.26M 0.78% 30

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 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
1WM
1900 Wealth Management San Antonio, Texas $1.56B AUM 14.13% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

Leo Brokerage's IMTM Position: Q2 2022 in Review

Leo Brokerage sold out of iShares MSCI Intl Momentum Factor ETF (IMTM) in Q2 2022, closing a stake of 120,858 shares — an estimated $4.29M sold.

Leo Brokerage first reported a position in IMTM in Q4 2020 and held it in 5 quarters. The position peaked at $4.29M in Q1 2022. 103 funds tracked by Wall St. Rank hold IMTM as of Q2 2022.

  • Leo Brokerage reported no remaining iShares MSCI Intl Momentum Factor ETF position as of Q2 2022 after selling out during the quarter.
  • Leo Brokerage sold 120,858 iShares MSCI Intl Momentum Factor ETF shares in Q2 2022, an estimated $4.29M.
  • Leo Brokerage first reported a position in iShares MSCI Intl Momentum Factor ETF in Q4 2020 and held it in 5 quarters.
  • Leo Brokerage's iShares MSCI Intl Momentum Factor ETF position peaked at $4.29M in Q1 2022.
  • 103 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2022.

Based on Leo Brokerage's 13F filing for Q2 2022, filed 11 Jul 2022.