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 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

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

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Mather Group's IMTM Position: Q2 2026 in Review

Mather Group held its iShares MSCI Intl Momentum Factor ETF (IMTM) position steady in Q2 2026 at 128 shares worth $6.83K. The position accounts for ﹤0.01% of the portfolio, ranked #1570.

Mather Group first reported a position in IMTM in Q1 2024 and has held it in 8 quarters since. The position peaked at $28.6K in Q2 2024. 236 funds tracked by Wall St. Rank hold IMTM as of Q2 2026.

Mather Group held 128 shares of iShares MSCI Intl Momentum Factor ETF worth $6.83K as of Q2 2026.
Mather Group left its iShares MSCI Intl Momentum Factor ETF share count unchanged in Q2 2026.
iShares MSCI Intl Momentum Factor ETF made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #1570 holding.
Mather Group first reported a position in iShares MSCI Intl Momentum Factor ETF in Q1 2024 and has held it in 8 quarters since.
Mather Group's iShares MSCI Intl Momentum Factor ETF position peaked at $28.6K in Q2 2024.
236 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.