MWM
IMTM icon

Meridian Wealth Management’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Meridian Wealth Management’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 		$1.02M Buy
19,052
+10,508
+123% +$549K 0.03% 379
2026
Q1 		$410K Buy
8,544
+1,072
+14% +$53.7K 0.01% 563
2025
Q4 		$358K Buy
+7,472
New +$358K 0.01% 579

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

Meridian Wealth Management's IMTM Position: Q2 2026 in Review

Meridian Wealth Management increased its iShares MSCI Intl Momentum Factor ETF (IMTM) stake by 123% in Q2 2026, buying an estimated $549K and bringing the position to 19,052 shares worth $1.02M. The position accounts for 0.03% of the portfolio, ranked #379.

Meridian Wealth Management first reported a position in IMTM in Q4 2025 and has held it in 3 quarters since. 236 funds tracked by Wall St. Rank hold IMTM as of Q2 2026.

  • Meridian Wealth Management held 19,052 shares of iShares MSCI Intl Momentum Factor ETF worth $1.02M as of Q2 2026.
  • Meridian Wealth Management bought 10,508 iShares MSCI Intl Momentum Factor ETF shares in Q2 2026, an estimated $549K.
  • iShares MSCI Intl Momentum Factor ETF made up 0.03% of Meridian Wealth Management's portfolio in Q2 2026, its #379 holding.
  • Meridian Wealth Management first reported a position in iShares MSCI Intl Momentum Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • 236 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.