Marshall Wace
IMTM icon

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

Marshall Wace’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 		– Sell
-21,550
Closed -$1.03M – 3440
2025
Q4 		$1.03M Buy
+21,550
New +$1.03M ﹤0.01% 1906
2020
Q2 		– Sell
-2,096
Closed -$55K – 1743
2020
Q1 		$55K Buy
+2,096
New +$62.6K ﹤0.01% 1414

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 $67.3B AUM 21.9% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Marshall Wace's IMTM Position: Q1 2026 in Review

Marshall Wace sold out of iShares MSCI Intl Momentum Factor ETF (IMTM) in Q1 2026, closing a stake of 21,550 shares — an estimated $1.03M sold.

Marshall Wace first reported a position in IMTM in Q1 2020 and held it in 2 quarters. The position peaked at $1.03M in Q4 2025. 233 funds tracked by Wall St. Rank hold IMTM as of Q1 2026.

  • Marshall Wace reported no remaining iShares MSCI Intl Momentum Factor ETF position as of Q1 2026 after selling out during the quarter.
  • Marshall Wace sold 21,550 iShares MSCI Intl Momentum Factor ETF shares in Q1 2026, an estimated $1.03M.
  • Marshall Wace first reported a position in iShares MSCI Intl Momentum Factor ETF in Q1 2020 and held it in 2 quarters.
  • Marshall Wace's iShares MSCI Intl Momentum Factor ETF position peaked at $1.03M in Q4 2025.
  • 233 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.