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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
Q3 		$4.56M Sell
86,689
-166
-0.2% -$8.8K 1.14% 14
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
SPA
Shore Point Advisors Brielle, New Jersey $315M AUM 12.9% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return

Meredith Wealth Planning's IMTM Position: Q3 2026 in Review

Meredith Wealth Planning reduced its iShares MSCI Intl Momentum Factor ETF (IMTM) stake by 0.19% in Q3 2026, selling an estimated $8.8K and leaving 86,689 shares worth $4.56M. The position accounts for 1.14% of the portfolio, ranked #14.

Meredith Wealth Planning first reported a position in IMTM in Q4 2022 and has held it in 16 quarters since. The position peaked at $11.4M in Q4 2025. 28 funds tracked by Wall St. Rank hold IMTM as of Q3 2026.

  • Meredith Wealth Planning held 86,689 shares of iShares MSCI Intl Momentum Factor ETF worth $4.56M as of Q3 2026.
  • Meredith Wealth Planning sold 166 iShares MSCI Intl Momentum Factor ETF shares in Q3 2026, an estimated $8.8K.
  • iShares MSCI Intl Momentum Factor ETF made up 1.14% of Meredith Wealth Planning's portfolio in Q3 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 16 quarters since.
  • Meredith Wealth Planning's iShares MSCI Intl Momentum Factor ETF position peaked at $11.4M in Q4 2025.
  • 28 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q3 2026.

Based on Meredith Wealth Planning's 13F filing for Q3 2026, filed 14 Oct 2026.