MG
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Mather Group’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Mather Group’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 		$6.15K Buy
+128
New +$6.41K ﹤0.01% 1540
2025
Q4 		– Sell
-318
Closed -$15.2K – 1121
2025
Q3 		$15.2K Buy
+318
New +$14.7K ﹤0.01% 1173
2025
Q2 		– Sell
-318
Closed -$12.7K – 1140
2025
Q1 		$12.7K Hold
318
– – ﹤0.01% 1193
2024
Q4 		$11.9K Hold
318
– – ﹤0.01% 1204
2024
Q3 		$12.8K Sell
318
-411
-56% -$16.1K ﹤0.01% 1137
2024
Q2 		$28.6K Hold
729
– – ﹤0.01% 1165
2024
Q1 		$25K Buy
+729
New +$26.6K ﹤0.01% 1014

Other funds holding IMTM

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.75B AUM 15.4% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return