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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

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 $59.8B AUM 29.42% 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

LexAurum Advisors's IMTM Position: Q2 2026 in Review

LexAurum Advisors held its iShares MSCI Intl Momentum Factor ETF (IMTM) position steady in Q2 2026 at 9,056 shares worth $483K. The position accounts for 0.06% of the portfolio, ranked #253.

LexAurum Advisors first reported a position in IMTM in Q1 2020 and has held it in 16 quarters since. 235 funds tracked by Wall St. Rank hold IMTM as of Q2 2026.

  • LexAurum Advisors held 9,056 shares of iShares MSCI Intl Momentum Factor ETF worth $483K as of Q2 2026.
  • LexAurum Advisors left its iShares MSCI Intl Momentum Factor ETF share count unchanged in Q2 2026.
  • iShares MSCI Intl Momentum Factor ETF made up 0.06% of LexAurum Advisors's portfolio in Q2 2026, its #253 holding.
  • LexAurum Advisors first reported a position in iShares MSCI Intl Momentum Factor ETF in Q1 2020 and has held it in 16 quarters since.
  • 235 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2026.

Based on LexAurum Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.