Mariner
IMTM icon

Mariner’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Mariner’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 		$35.5M Buy
665,140
+45,676
+7% +$2.38M 0.04% 347
2026
Q1 		$29.7M Buy
619,464
+82,317
+15% +$4.12M 0.03% 370
2025
Q4 		$25.8M Buy
537,147
+22,926
+4% +$1.1M 0.03% 380
2025
Q3 		$24.6M Buy
514,221
+56,979
+12% +$2.64M 0.03% 374
2025
Q2 		$20.9M Buy
457,242
+27,909
+7% +$1.19M 0.03% 399
2025
Q1 		$17.1M Buy
429,333
+26,410
+7% +$1.04M 0.03% 413
2024
Q4 		$15.1M Buy
402,923
+44,107
+12% +$1.72M 0.03% 433
2024
Q3 		$14.5M Buy
358,816
+27,550
+8% +$1.08M 0.03% 429
2024
Q2 		$12.8M Buy
331,266
+34,857
+12% +$1.35M 0.02% 436
2024
Q1 		$11.6M Buy
296,409
+27,772
+10% +$1.01M 0.02% 471
2023
Q4 		$9.21M Buy
268,637
+7,360
+3% +$239K 0.02% 496
2023
Q3 		$8.23M Buy
261,277
+22,488
+9% +$735K 0.02% 493
2023
Q2 		$7.93M Buy
238,789
+23,043
+11% +$760K 0.02% 508
2023
Q1 		$6.97M Buy
215,746
+28,736
+15% +$913K 0.02% 532
2022
Q4 		$5.77M Sell
187,010
-153,735
-45% -$4.57M 0.02% 553
2022
Q3 		$9.15M Buy
340,745
+30,909
+10% +$914K 0.04% 363
2022
Q2 		$9.27M Buy
309,836
+31,982
+12% +$1.04M 0.04% 350
2022
Q1 		$9.85M Sell
277,854
-385
-0.1% -$13.7K 0.04% 344
2021
Q4 		$10.6M Sell
278,239
-16,745
-6% -$654K 0.04% 296
2021
Q3 		$11.2M Buy
+294,984
New +$11.6M 0.06% 262

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

Mariner's IMTM Position: Q2 2026 in Review

Mariner increased its iShares MSCI Intl Momentum Factor ETF (IMTM) stake by 7.4% in Q2 2026, buying an estimated $2.38M and bringing the position to 665,140 shares worth $35.5M. The position accounts for 0.04% of the portfolio, ranked #347.

Mariner first reported a position in IMTM in Q3 2021 and has held it in 20 quarters since. 236 funds tracked by Wall St. Rank hold IMTM as of Q2 2026.

  • Mariner held 665,140 shares of iShares MSCI Intl Momentum Factor ETF worth $35.5M as of Q2 2026.
  • Mariner bought 45,676 iShares MSCI Intl Momentum Factor ETF shares in Q2 2026, an estimated $2.38M.
  • iShares MSCI Intl Momentum Factor ETF made up 0.04% of Mariner's portfolio in Q2 2026, its #347 holding.
  • Mariner first reported a position in iShares MSCI Intl Momentum Factor ETF in Q3 2021 and has held it in 20 quarters since.
  • 236 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2026.

Based on Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.