Mission Wealth Management
IMTM icon

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
Q3 		$1.05M Sell
20,024
-1,733
-8% -$91.9K 0.02% 366
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Ritholtz Wealth Management
Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return
Symmetry Partners
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Great Valley Advisor Group
Great Valley Advisor Group Wilmington, Delaware $6.91B AUM 16.83% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Armbruster Capital Management
Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return

Mission Wealth Management's IMTM Position: Q3 2026 in Review

Mission Wealth Management reduced its iShares MSCI Intl Momentum Factor ETF (IMTM) stake by 8% in Q3 2026, selling an estimated $91.9K and leaving 20,024 shares worth $1.05M. The position accounts for 0.02% of the portfolio, ranked #366.

Mission Wealth Management first reported a position in IMTM in Q3 2025 and has held it in 5 quarters since. The position peaked at $2.29M in Q3 2025. 162 funds tracked by Wall St. Rank hold IMTM as of Q3 2026.

  • Mission Wealth Management held 20,024 shares of iShares MSCI Intl Momentum Factor ETF worth $1.05M as of Q3 2026.
  • Mission Wealth Management sold 1,733 iShares MSCI Intl Momentum Factor ETF shares in Q3 2026, an estimated $91.9K.
  • iShares MSCI Intl Momentum Factor ETF made up 0.02% of Mission Wealth Management's portfolio in Q3 2026, its #366 holding.
  • Mission Wealth Management first reported a position in iShares MSCI Intl Momentum Factor ETF in Q3 2025 and has held it in 5 quarters since.
  • Mission Wealth Management's iShares MSCI Intl Momentum Factor ETF position peaked at $2.29M in Q3 2025.
  • 162 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q3 2026.

Based on Mission Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.