MWM
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McCartney Wealth Management’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

McCartney Wealth Management’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 		$1.17M Sell
21,979
-3
-0% -$157 0.89% 29
2026
Q1 		$1.06M Buy
21,982
+9
+0% +$451 0.89% 31
2025
Q4 		$1.05M Buy
+21,973
New +$1.05M 0.91% 30

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

McCartney Wealth Management's IMTM Position: Q2 2026 in Review

McCartney Wealth Management reduced its iShares MSCI Intl Momentum Factor ETF (IMTM) stake by 0.01% in Q2 2026, selling an estimated $157 and leaving 21,979 shares worth $1.17M. The position accounts for 0.89% of the portfolio, ranked #29.

McCartney Wealth Management first reported a position in IMTM in Q4 2025 and has held it in 3 quarters since. 236 funds tracked by Wall St. Rank hold IMTM as of Q2 2026.

  • McCartney Wealth Management held 21,979 shares of iShares MSCI Intl Momentum Factor ETF worth $1.17M as of Q2 2026.
  • McCartney Wealth Management sold 3 iShares MSCI Intl Momentum Factor ETF shares in Q2 2026, an estimated $157.
  • iShares MSCI Intl Momentum Factor ETF made up 0.89% of McCartney Wealth Management's portfolio in Q2 2026, its #29 holding.
  • McCartney Wealth Management first reported a position in iShares MSCI Intl Momentum Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • 236 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2026.

Based on McCartney Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.