Mercer Global Advisors’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Mercer Global 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	$1.38B	Buy	25,849,053 +1,841,268	+8%	+$96.1M	1.7%	13
2026 Q1	$1.15B	Buy	24,007,785 +1,151,963	+5%	+$57.7M	1.71%	14
2025 Q4	$1.1B	Buy	22,855,822 +1,132,648	+5%	+$54.2M	1.67%	12
2025 Q3	$1.04B	Buy	21,723,174 +1,095,537	+5%	+$50.7M	1.74%	12
2025 Q2	$942M	Buy	20,627,637 +735,902	+4%	+$31.5M	1.92%	12
2025 Q1	$794M	Buy	19,891,735 +1,843,938	+10%	+$73M	1.82%	12
2024 Q4	$675M	Sell	18,047,797 -1,439,602	-7%	-$56.2M	1.65%	13
2024 Q3	$782M	Buy	19,487,399 +1,286,711	+7%	+$50.3M	1.83%	12
2024 Q2	$701M	Buy	18,200,688 +1,151,546	+7%	+$44.5M	1.91%	12
2024 Q1	$669M	Buy	17,049,142 +2,082,244	+14%	+$76M	1.9%	11
2023 Q4	$513M	Buy	14,966,898 +702,034	+5%	+$22.8M	1.54%	15
2023 Q3	$449M	Buy	14,264,864 +968,982	+7%	+$31.7M	1.71%	12
2023 Q2	$441M	Buy	13,295,882 +529,465	+4%	+$17.5M	1.75%	12
2023 Q1	$413M	Buy	12,766,417 +900,477	+8%	+$28.6M	1.87%	11
2022 Q4	$366M	Buy	11,865,940 +671,033	+6%	+$19.9M	1.83%	10
2022 Q3	$301M	Buy	11,194,907 +1,038,205	+10%	+$30.7M	1.78%	10
2022 Q2	$304M	Buy	10,156,702 +3,185,848	+46%	+$103M	1.86%	10
2022 Q1	$247M	Buy	6,970,854 +715,297	+11%	+$25.4M	1.46%	15
2021 Q4	$238M	Buy	6,255,557 +966,578	+18%	+$37.7M	1.47%	14
2021 Q3	$201M	Buy	5,288,979 +592,654	+13%	+$23.3M	1.41%	17
2021 Q2	$182M	Buy	4,696,325 +224,740	+5%	+$8.82M	1.4%	17
2021 Q1	$168M	Buy	4,471,585 +361,571	+9%	+$13.8M	1.53%	16
2020 Q4	$155M	Buy	4,110,014 +255,975	+7%	+$9.04M	1.93%	12
2020 Q3	$131M	Buy	3,854,039 +187,540	+5%	+$6.28M	1.97%	10
2020 Q2	$115M	Buy	3,666,499 +982,848	+37%	+$28.5M	2.09%	11
2020 Q1	$71M	Buy	2,683,651 +544,076	+25%	+$16.3M	1.56%	11
2019 Q4	$66.7M	Buy	2,139,575 +450,630	+27%	+$13.6M	1.33%	15
2019 Q3	$49.6M	Buy	1,688,945 +409,965	+32%	+$12M	1.17%	17
2019 Q2	$38M	Buy	1,278,980 +485,625	+61%	+$14.1M	1.01%	19
2019 Q1	$22.7M	Buy	+793,355	New	+$21.8M	0.82%	22

Other funds holding IMTM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors's IMTM Position: Q2 2026 in Review

Mercer Global Advisors increased its iShares MSCI Intl Momentum Factor ETF (IMTM) stake by 7.7% in Q2 2026, buying an estimated $96.1M and bringing the position to 25,849,053 shares worth $1.38B. The position accounts for 1.7% of the portfolio, ranked #13.

Mercer Global Advisors first reported a position in IMTM in Q1 2019 and has held it in 30 quarters since. 235 funds tracked by Wall St. Rank hold IMTM as of Q2 2026.

Mercer Global Advisors held 25,849,053 shares of iShares MSCI Intl Momentum Factor ETF worth $1.38B as of Q2 2026.
Mercer Global Advisors bought 1,841,268 iShares MSCI Intl Momentum Factor ETF shares in Q2 2026, an estimated $96.1M.
iShares MSCI Intl Momentum Factor ETF made up 1.7% of Mercer Global Advisors's portfolio in Q2 2026, its #13 holding.
Mercer Global Advisors first reported a position in iShares MSCI Intl Momentum Factor ETF in Q1 2019 and has held it in 30 quarters since.
235 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.