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

MorganRosel 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 		$2.94M Buy
55,052
+5,543
+11% +$289K 0.99% 32
2026
Q1 		$2.38M Sell
49,509
-11,271
-19% -$565K 0.94% 32
2025
Q4 		$2.92M Buy
60,780
+4,371
+8% +$209K 0.73% 32
2025
Q3 		$2.7M Buy
56,409
+1,044
+2% +$48.3K 0.7% 31
2025
Q2 		$2.53M Buy
55,365
+398
+0.7% +$17K 0.69% 30
2025
Q1 		$2.2M Buy
54,967
+2,524
+5% +$99.9K 0.67% 31
2024
Q4 		$1.96M Buy
52,443
+3,616
+7% +$141K 0.64% 30
2024
Q3 		$1.97M Buy
48,827
+1,154
+2% +$45.1K 0.65% 28
2024
Q2 		$1.84M Buy
47,673
+1,814
+4% +$70K 0.65% 28
2024
Q1 		$1.8M Sell
45,859
-7,582
-14% -$277K 0.64% 28
2023
Q4 		$1.83M Buy
53,441
+2,984
+6% +$97K 0.71% 28
2023
Q3 		$1.59M Buy
50,457
+885
+2% +$28.9K 0.66% 29
2023
Q2 		$1.65M Buy
49,572
+624
+1% +$20.6K 0.67% 27
2023
Q1 		$1.58M Buy
48,948
+27,734
+131% +$881K 0.68% 27
2022
Q4 		$654K Buy
21,214
+3,342
+19% +$99.3K 0.3% 66
2022
Q3 		$480K Buy
17,872
+3,482
+24% +$103K 0.24% 70
2022
Q2 		$431K Buy
14,390
+7,000
+95% +$227K 0.23% 73
2022
Q1 		$262K Sell
7,390
-2,279
-24% -$81.1K 0.13% 81
2021
Q4 		$368K Sell
9,669
-3
-0% -$117 0.18% 69
2021
Q3 		$368K Buy
9,672
+4,178
+76% +$164K 0.2% 71
2021
Q2 		$213K Sell
5,494
-89,355
-94% -$3.51M 0.12% 80
2021
Q1 		$3.57M Buy
94,849
+12,785
+16% +$488K 2.25% 14
2020
Q4 		$3.09M Buy
+82,064
New +$2.9M 2.17% 15

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

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

MorganRosel Wealth Management increased its iShares MSCI Intl Momentum Factor ETF (IMTM) stake by 11% in Q2 2026, buying an estimated $289K and bringing the position to 55,052 shares worth $2.94M. The position accounts for 0.99% of the portfolio, ranked #32.

MorganRosel Wealth Management first reported a position in IMTM in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.57M in Q1 2021. 236 funds tracked by Wall St. Rank hold IMTM as of Q2 2026.

  • MorganRosel Wealth Management held 55,052 shares of iShares MSCI Intl Momentum Factor ETF worth $2.94M as of Q2 2026.
  • MorganRosel Wealth Management bought 5,543 iShares MSCI Intl Momentum Factor ETF shares in Q2 2026, an estimated $289K.
  • iShares MSCI Intl Momentum Factor ETF made up 0.99% of MorganRosel Wealth Management's portfolio in Q2 2026, its #32 holding.
  • MorganRosel Wealth Management first reported a position in iShares MSCI Intl Momentum Factor ETF in Q4 2020 and has held it in 23 quarters since.
  • MorganRosel Wealth Management's iShares MSCI Intl Momentum Factor ETF position peaked at $3.57M in Q1 2021.
  • 236 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2026.

Based on MorganRosel Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.