Meredith Wealth Planning’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.9M | Buy |
237,925
+9,042
| +4% | +$413K | 3.95% | 10 |
|
|
2025
Q1 | $9.14M | Sell |
228,883
-2,050
| -0.9% | -$81.9K | 4.03% | 9 |
|
|
2024
Q4 | $8.64M | Buy |
230,933
+10,720
| +5% | +$401K | 3.85% | 9 |
|
|
2024
Q3 | $8.89M | Sell |
220,213
-1,337
| -0.6% | -$54K | 4.24% | 9 |
|
|
2024
Q2 | $8.57M | Sell |
221,550
-90
| -0% | -$3.48K | 4.49% | 8 |
|
|
2024
Q1 | $8.69M | Buy |
221,640
+191
| +0.1% | +$7.49K | 4.85% | 7 |
|
|
2023
Q4 | $7.59M | Sell |
221,449
-62,299
| -22% | -$2.14M | 4.72% | 7 |
|
|
2023
Q3 | $8.93M | Buy |
283,748
+3,761
| +1% | +$118K | 6.64% | 5 |
|
|
2023
Q2 | $9.3M | Sell |
279,987
-16,050
| -5% | -$533K | 7.56% | 5 |
|
|
2023
Q1 | $9.57M | Buy |
296,037
+276
| +0.1% | +$8.92K | 7.7% | 4 |
|
|
2022
Q4 | $9.12M | Buy |
+295,761
| New | +$9.12M | 7.85% | 4 |
|