Medallion Wealth Advisors’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Medallion Wealth Advisors’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	$15.3K	Sell	295 -24,200	-99%	-$1.26M	﹤0.01%	672
2026 Q1	$1.18M	Buy	24,495 +1,732	+8%	+$86.8K	0.38%	63
2025 Q4	$1.09M	Buy	22,763 +2,064	+10%	+$98.9K	0.37%	67
2025 Q3	$991K	Buy	20,699 +3,849	+23%	+$178K	0.35%	69
2025 Q2	$764K	Buy	16,850 +10,216	+154%	+$437K	0.3%	86
2025 Q1	$266K	Buy	+6,634	New	+$262K	0.12%	167

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

Medallion Wealth Advisors's IMTM Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its iShares MSCI Intl Momentum Factor ETF (IMTM) stake by 99% in Q2 2026, selling an estimated $1.26M and leaving 295 shares worth $15.3K. The position accounts for ﹤0.01% of the portfolio, ranked #672.

Medallion Wealth Advisors first reported a position in IMTM in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.18M in Q1 2026. 235 funds tracked by Wall St. Rank hold IMTM as of Q2 2026.

Medallion Wealth Advisors held 295 shares of iShares MSCI Intl Momentum Factor ETF worth $15.3K as of Q2 2026.
Medallion Wealth Advisors sold 24,200 iShares MSCI Intl Momentum Factor ETF shares in Q2 2026, an estimated $1.26M.
iShares MSCI Intl Momentum Factor ETF made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #672 holding.
Medallion Wealth Advisors first reported a position in iShares MSCI Intl Momentum Factor ETF in Q1 2025 and has held it in 6 quarters since.
Medallion Wealth Advisors's iShares MSCI Intl Momentum Factor ETF position peaked at $1.18M in Q1 2026.
235 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.