LA
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LexAurum Advisors’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

LexAurum 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
2026
Q2 		$483K Hold
9,056
– – 0.06% 253
2026
Q1 		$435K Buy
+9,056
New +$454K 0.06% 254
2025
Q3 		$437K Sell
9,130
-26
-0.3% -$1.2K 0.06% 223
2025
Q2 		$418K Hold
9,156
– – 0.07% 222
2025
Q1 		$366K Buy
9,156
+112
+1% +$4.43K 0.07% 233
2024
Q4 		$338K Buy
9,044
+3,634
+67% +$142K 0.07% 248
2024
Q3 		$218K Sell
5,410
-1,120
-17% -$43.8K 0.05% 284
2024
Q2 		$253K Buy
6,530
+398
+6% +$15.4K 0.06% 247
2024
Q1 		$241K Sell
6,132
-63
-1% -$2.3K 0.06% 259
2023
Q4 		$212K Sell
6,195
-461
-7% -$15K 0.06% 273
2023
Q3 		$210K Buy
6,656
+59
+0.9% +$1.93K 0.06% 257
2023
Q2 		$219K Buy
+6,597
New +$218K 0.07% 242
2022
Q1 		– Sell
-6,329
Closed -$241K – 268
2021
Q4 		$241K Sell
6,329
-13
-0.2% -$507 0.08% 223
2021
Q3 		$242K Hold
6,342
– – 0.07% 248
2021
Q2 		$245K Buy
+6,342
New +$249K 0.07% 253
2020
Q2 		– Sell
-9,268
Closed -$245K – 216
2020
Q1 		$245K Buy
+9,268
New +$277K 0.17% 134

Other funds holding IMTM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.25B AUM 17.77% 1-Year Est. Return
SPA
Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $792M AUM
ICP
Impact Capital Partners Greenwood Village, Colorado $367M AUM 28.36% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return