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

Mission 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	$1.16M	Sell	21,757 -9,425	-30%	-$492K	0.01%	438
2026 Q1	$1.5M	Sell	31,182 -7,811	-20%	-$391K	0.03%	257
2025 Q4	$1.87M	Sell	38,993 -8,810	-18%	-$422K	0.04%	221
2025 Q3	$2.29M	Buy	+47,803	New	+$2.21M	0.05%	203

Other funds holding IMTM

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Mission Wealth Management reduced its iShares MSCI Intl Momentum Factor ETF (IMTM) stake by 30% in Q2 2026, selling an estimated $492K and leaving 21,757 shares worth $1.16M. The position accounts for 0.01% of the portfolio, ranked #438.

Mission Wealth Management first reported a position in IMTM in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.29M in Q3 2025. 236 funds tracked by Wall St. Rank hold IMTM as of Q2 2026.

Mission Wealth Management held 21,757 shares of iShares MSCI Intl Momentum Factor ETF worth $1.16M as of Q2 2026.
Mission Wealth Management sold 9,425 iShares MSCI Intl Momentum Factor ETF shares in Q2 2026, an estimated $492K.
iShares MSCI Intl Momentum Factor ETF made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #438 holding.
Mission Wealth Management first reported a position in iShares MSCI Intl Momentum Factor ETF in Q3 2025 and has held it in 4 quarters since.
Mission Wealth Management's iShares MSCI Intl Momentum Factor ETF position peaked at $2.29M in Q3 2025.
236 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.