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Morling Financial Advisors’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Morling Financial Advisors’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
2024
Q2 		– Sell
-3,414
Closed -$134K – 96
2024
Q1 		$134K Buy
+3,414
New +$125K 0.08% 69

Other funds holding IMTM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

Morling Financial Advisors's IMTM Position: Q2 2024 in Review

Morling Financial Advisors sold out of iShares MSCI Intl Momentum Factor ETF (IMTM) in Q2 2024, closing a stake of 3,414 shares — an estimated $134K sold.

Morling Financial Advisors first reported a position in IMTM in Q1 2024 and held it in 1 quarter. The position peaked at $134K in Q1 2024. 154 funds tracked by Wall St. Rank hold IMTM as of Q2 2024.

  • Morling Financial Advisors reported no remaining iShares MSCI Intl Momentum Factor ETF position as of Q2 2024 after selling out during the quarter.
  • Morling Financial Advisors sold 3,414 iShares MSCI Intl Momentum Factor ETF shares in Q2 2024, an estimated $134K.
  • Morling Financial Advisors first reported a position in iShares MSCI Intl Momentum Factor ETF in Q1 2024 and held it in 1 quarter.
  • Morling Financial Advisors's iShares MSCI Intl Momentum Factor ETF position peaked at $134K in Q1 2024.
  • 154 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2024.

Based on Morling Financial Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.