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Meredith Wealth Planning’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Meredith Wealth Planning’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 		$4.63M Buy
86,855
+376
+0.4% +$19.6K 1.09% 14
2026
Q1 		$4.15M Sell
86,479
-151,838
-64% -$7.61M 1.13% 14
2025
Q4 		$11.4M Buy
238,317
+4,356
+2% +$209K 3.4% 10
2025
Q3 		$11.2M Sell
233,961
-3,964
-2% -$183K 3.55% 10
2025
Q2 		$10.9M Buy
237,925
+9,042
+4% +$386K 3.95% 10
2025
Q1 		$9.14M Sell
228,883
-2,050
-0.9% -$81.1K 4.03% 9
2024
Q4 		$8.64M Buy
230,933
+10,720
+5% +$419K 3.85% 9
2024
Q3 		$8.89M Sell
220,213
-1,337
-0.6% -$52.3K 4.24% 9
2024
Q2 		$8.57M Sell
221,550
-90
-0% -$3.47K 4.49% 8
2024
Q1 		$8.69M Buy
221,640
+191
+0.1% +$6.97K 4.85% 7
2023
Q4 		$7.59M Sell
221,449
-62,299
-22% -$2.03M 4.72% 7
2023
Q3 		$8.93M Buy
283,748
+3,761
+1% +$123K 6.64% 5
2023
Q2 		$9.3M Sell
279,987
-16,050
-5% -$529K 7.56% 5
2023
Q1 		$9.57M Buy
296,037
+276
+0.1% +$8.77K 7.7% 4
2022
Q4 		$9.12M Buy
+295,761
New +$8.79M 7.85% 4

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

Meredith Wealth Planning's IMTM Position: Q2 2026 in Review

Meredith Wealth Planning increased its iShares MSCI Intl Momentum Factor ETF (IMTM) stake by 0.43% in Q2 2026, buying an estimated $19.6K and bringing the position to 86,855 shares worth $4.63M. The position accounts for 1.09% of the portfolio, ranked #14.

Meredith Wealth Planning first reported a position in IMTM in Q4 2022 and has held it in 15 quarters since. The position peaked at $11.4M in Q4 2025. 235 funds tracked by Wall St. Rank hold IMTM as of Q2 2026.

  • Meredith Wealth Planning held 86,855 shares of iShares MSCI Intl Momentum Factor ETF worth $4.63M as of Q2 2026.
  • Meredith Wealth Planning bought 376 iShares MSCI Intl Momentum Factor ETF shares in Q2 2026, an estimated $19.6K.
  • iShares MSCI Intl Momentum Factor ETF made up 1.09% of Meredith Wealth Planning's portfolio in Q2 2026, its #14 holding.
  • Meredith Wealth Planning first reported a position in iShares MSCI Intl Momentum Factor ETF in Q4 2022 and has held it in 15 quarters since.
  • Meredith Wealth Planning's iShares MSCI Intl Momentum Factor ETF position peaked at $11.4M in Q4 2025.
  • 235 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2026.

Based on Meredith Wealth Planning's 13F filing for Q2 2026, filed 24 Jul 2026.