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Montag & Associates’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Montag & Associates’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
2022
Q1 		– Sell
-50
Closed -$2K – 866
2021
Q4 		$2K Hold
50
– – ﹤0.01% 795
2021
Q3 		$2K Hold
50
– – ﹤0.01% 792
2021
Q2 		$2K Hold
50
– – ﹤0.01% 785
2021
Q1 		$2K Buy
+50
New +$1.91K ﹤0.01% 791

Other funds holding IMTM

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.56B AUM 14.13% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Montag & Associates's IMTM Position: Q1 2022 in Review

Montag & Associates sold out of iShares MSCI Intl Momentum Factor ETF (IMTM) in Q1 2022, closing a stake of 50 shares — an estimated $2K sold.

Montag & Associates first reported a position in IMTM in Q1 2021 and held it in 4 quarters. The position peaked at $2K in Q4 2021. 99 funds tracked by Wall St. Rank hold IMTM as of Q1 2022.

  • Montag & Associates reported no remaining iShares MSCI Intl Momentum Factor ETF position as of Q1 2022 after selling out during the quarter.
  • Montag & Associates sold 50 iShares MSCI Intl Momentum Factor ETF shares in Q1 2022, an estimated $2K.
  • Montag & Associates first reported a position in iShares MSCI Intl Momentum Factor ETF in Q1 2021 and held it in 4 quarters.
  • Montag & Associates's iShares MSCI Intl Momentum Factor ETF position peaked at $2K in Q4 2021.
  • 99 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q1 2022.

Based on Montag & Associates's 13F filing for Q1 2022, filed 2 May 2022.