MFG
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Mission Financial Group’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Mission Financial Group’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 		$371K Buy
+6,958
New +$363K 0.31% 85
2025
Q1 		$331K Buy
+6,885
New +$272K 0.31% 89
2021
Q4 		$330K Buy
+6,885
New +$269K 0.31% 93

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

Mission Financial Group's IMTM Position: Q2 2026 in Review

Mission Financial Group opened a new position in iShares MSCI Intl Momentum Factor ETF (IMTM) in Q2 2026: 6,958 shares worth $371K. The stake represents 0.31% of the portfolio and ranks #85 among its holdings. This is a return to the name: Mission Financial Group previously reported a position in IMTM as recently as Q1 2025.

Mission Financial Group first reported a position in IMTM in Q4 2021 and has held it in 3 quarters since. 235 funds tracked by Wall St. Rank hold IMTM as of Q2 2026.

  • Mission Financial Group held 6,958 shares of iShares MSCI Intl Momentum Factor ETF worth $371K as of Q2 2026.
  • iShares MSCI Intl Momentum Factor ETF was a new Mission Financial Group position in Q2 2026.
  • iShares MSCI Intl Momentum Factor ETF made up 0.31% of Mission Financial Group's portfolio in Q2 2026, its #85 holding.
  • Mission Financial Group first reported a position in iShares MSCI Intl Momentum Factor ETF in Q4 2021 and has held it in 3 quarters since.
  • 235 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2026.

Based on Mission Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.