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

Lodestone 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
2026
Q3 		$325K Sell
6,181
-7
-0.1% -$371 0.11% 147
2026
Q2 		$330K Sell
6,188
-67
-1% -$3.5K 0.12% 145
2026
Q1 		$300K Hold
6,255
– – 0.12% 145
2025
Q4 		$300K Hold
6,255
– – 0.12% 141
2025
Q3 		$299K Hold
6,255
– – 0.13% 139
2025
Q2 		$286K Sell
6,255
-121
-2% -$5.17K 0.14% 137
2025
Q1 		$255K Buy
6,376
+21
+0.3% +$831 0.14% 135
2024
Q4 		$238K Sell
6,355
-18
-0.3% -$703 0.12% 134
2024
Q3 		$257K Sell
6,373
-1,145
-15% -$44.8K 0.13% 125
2024
Q2 		$291K Sell
7,518
-2,084
-22% -$80.4K 0.15% 122
2024
Q1 		$377K Hold
9,602
– – 0.2% 111
2023
Q4 		$329K Sell
9,602
-1,332
-12% -$43.3K 0.19% 112
2023
Q3 		$344K Sell
10,934
-5,178
-32% -$169K 0.24% 93
2023
Q2 		$535K Sell
16,112
-12,697
-44% -$419K 0.37% 71
2023
Q1 		$931K Sell
28,809
-547
-2% -$17.4K 0.72% 46
2022
Q4 		$905K Buy
+29,356
New +$872K 0.73% 48

Other funds holding IMTM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Armbruster Capital Management
Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return
SPA
Shore Point Advisors Brielle, New Jersey $315M AUM 12.9% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Financial Partners Group (Kansas)
Financial Partners Group (Kansas) Overland Park, Kansas $964M AUM 20.66% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Atwood & Palmer
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
Wealth Enhancement Trust Services
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Lodestone Wealth Management's IMTM Position: Q3 2026 in Review

Lodestone Wealth Management reduced its iShares MSCI Intl Momentum Factor ETF (IMTM) stake by 0.11% in Q3 2026, selling an estimated $371 and leaving 6,181 shares worth $325K. The position accounts for 0.11% of the portfolio, ranked #147.

Lodestone Wealth Management first reported a position in IMTM in Q4 2022 and has held it in 16 quarters since. The position peaked at $931K in Q1 2023. 45 funds tracked by Wall St. Rank hold IMTM as of Q3 2026.

  • Lodestone Wealth Management held 6,181 shares of iShares MSCI Intl Momentum Factor ETF worth $325K as of Q3 2026.
  • Lodestone Wealth Management sold 7 iShares MSCI Intl Momentum Factor ETF shares in Q3 2026, an estimated $371.
  • iShares MSCI Intl Momentum Factor ETF made up 0.11% of Lodestone Wealth Management's portfolio in Q3 2026, its #147 holding.
  • Lodestone Wealth Management first reported a position in iShares MSCI Intl Momentum Factor ETF in Q4 2022 and has held it in 16 quarters since.
  • Lodestone Wealth Management's iShares MSCI Intl Momentum Factor ETF position peaked at $931K in Q1 2023.
  • 45 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.