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 Q3	$6.74K	Hold	128	–	–	﹤0.01%	1750
2026 Q2	$6.83K	Hold	128	–	–	﹤0.01%	1570
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	–	1139
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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return

Shore Point Advisors Brielle, New Jersey $315M AUM 12.9% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Straight Path Wealth Management Jenison, Michigan $449M AUM 10.17% 1-Year Est. Return

Financial Partners Group (Kansas) Overland Park, Kansas $964M AUM 20.66% 1-Year Est. Return

FCT

Family Capital Trust Peabody, Massachusetts $315M AUM 14.73% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Mather Group's IMTM Position: Q3 2026 in Review

Mather Group held its iShares MSCI Intl Momentum Factor ETF (IMTM) position steady in Q3 2026 at 128 shares worth $6.74K. The position accounts for ﹤0.01% of the portfolio, ranked #1750.

Mather Group first reported a position in IMTM in Q1 2024 and has held it in 9 quarters since. The position peaked at $28.6K in Q2 2024. 63 funds tracked by Wall St. Rank hold IMTM as of Q3 2026.

Mather Group held 128 shares of iShares MSCI Intl Momentum Factor ETF worth $6.74K as of Q3 2026.
Mather Group left its iShares MSCI Intl Momentum Factor ETF share count unchanged in Q3 2026.
iShares MSCI Intl Momentum Factor ETF made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1750 holding.
Mather Group first reported a position in iShares MSCI Intl Momentum Factor ETF in Q1 2024 and has held it in 9 quarters since.
Mather Group's iShares MSCI Intl Momentum Factor ETF position peaked at $28.6K in Q2 2024.
63 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.