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 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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.75B AUM 15.4% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lodestone Wealth Management's IMTM Position: Q1 2026 in Review

Lodestone Wealth Management held its iShares MSCI Intl Momentum Factor ETF (IMTM) position steady in Q1 2026 at 6,255 shares worth $300K. The position accounts for 0.12% of the portfolio, ranked #145.

Lodestone Wealth Management first reported a position in IMTM in Q4 2022 and has held it in 14 quarters since. The position peaked at $931K in Q1 2023. 231 funds tracked by Wall St. Rank hold IMTM as of Q1 2026.

Lodestone Wealth Management held 6,255 shares of iShares MSCI Intl Momentum Factor ETF worth $300K as of Q1 2026.
Lodestone Wealth Management left its iShares MSCI Intl Momentum Factor ETF share count unchanged in Q1 2026.
iShares MSCI Intl Momentum Factor ETF made up 0.12% of Lodestone Wealth Management's portfolio in Q1 2026, its #145 holding.
Lodestone Wealth Management first reported a position in iShares MSCI Intl Momentum Factor ETF in Q4 2022 and has held it in 14 quarters since.
Lodestone Wealth Management's iShares MSCI Intl Momentum Factor ETF position peaked at $931K in Q1 2023.
231 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q1 2026.

Based on Lodestone Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.