Managed Account Services’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Managed Account Services’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
2021 Q3	$1.93M	Sell	50,651 -11,511	-19%	-$452K	0.51%	49
2021 Q2	$2.4M	Sell	62,162 -3,518	-5%	-$138K	0.57%	47
2021 Q1	$2.47M	Buy	65,680 +1,734	+3%	+$66.1K	0.65%	42
2020 Q4	$2.48M	Sell	63,946 -410	-0.6%	-$14.5K	0.67%	39
2020 Q3	$2.2M	Buy	64,356 +24,978	+63%	+$836K	0.69%	39
2020 Q2	$1.3M	Buy	39,378 +5,843	+17%	+$170K	0.47%	47
2020 Q1	$842K	Buy	+33,535	New	+$1M	0.41%	56

Other funds holding IMTM

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Atlas Capital Advisors Jackson, Wyoming $914M AUM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Managed Account Services's IMTM Position: Q3 2021 in Review

Managed Account Services reduced its iShares MSCI Intl Momentum Factor ETF (IMTM) stake by 19% in Q3 2021, selling an estimated $452K and leaving 50,651 shares worth $1.93M. The position accounts for 0.51% of the portfolio, ranked #49.

Managed Account Services first reported a position in IMTM in Q1 2020 and has held it in 7 quarters since. The position peaked at $2.48M in Q4 2020. 94 funds tracked by Wall St. Rank hold IMTM as of Q3 2021.

Managed Account Services held 50,651 shares of iShares MSCI Intl Momentum Factor ETF worth $1.93M as of Q3 2021.
Managed Account Services sold 11,511 iShares MSCI Intl Momentum Factor ETF shares in Q3 2021, an estimated $452K.
iShares MSCI Intl Momentum Factor ETF made up 0.51% of Managed Account Services's portfolio in Q3 2021, its #49 holding.
Managed Account Services first reported a position in iShares MSCI Intl Momentum Factor ETF in Q1 2020 and has held it in 7 quarters since.
Managed Account Services's iShares MSCI Intl Momentum Factor ETF position peaked at $2.48M in Q4 2020.
94 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q3 2021.

Based on Managed Account Services's 13F filing for Q3 2021, filed 9 Nov 2021.