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 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 $67.6B AUM 18.3% 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 $5.76B AUM 24.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Medallion Wealth Advisors's IMTM Position: Q1 2026 in Review

Medallion Wealth Advisors increased its iShares MSCI Intl Momentum Factor ETF (IMTM) stake by 7.6% in Q1 2026, buying an estimated $86.8K and bringing the position to 24,495 shares worth $1.18M. The position accounts for 0.38% of the portfolio, ranked #63.

Medallion Wealth Advisors first reported a position in IMTM in Q1 2025 and has held it in 5 quarters since. 231 funds tracked by Wall St. Rank hold IMTM as of Q1 2026.

Medallion Wealth Advisors held 24,495 shares of iShares MSCI Intl Momentum Factor ETF worth $1.18M as of Q1 2026.
Medallion Wealth Advisors bought 1,732 iShares MSCI Intl Momentum Factor ETF shares in Q1 2026, an estimated $86.8K.
iShares MSCI Intl Momentum Factor ETF made up 0.38% of Medallion Wealth Advisors's portfolio in Q1 2026, its #63 holding.
Medallion Wealth Advisors first reported a position in iShares MSCI Intl Momentum Factor ETF in Q1 2025 and has held it in 5 quarters since.
231 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.