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Morris Financial Concepts’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Morris Financial Concepts’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
Q4 		– Sell
-23
Closed -$929 – 190
2024
Q3 		$929 Buy
+23
New +$899 ﹤0.01% 192

Other funds holding IMTM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morris Financial Concepts's IMTM Position: Q4 2024 in Review

Morris Financial Concepts sold out of iShares MSCI Intl Momentum Factor ETF (IMTM) in Q4 2024, closing a stake of 23 shares — an estimated $929 sold.

Morris Financial Concepts first reported a position in IMTM in Q3 2024 and held it in 1 quarter. The position peaked at $929 in Q3 2024. 164 funds tracked by Wall St. Rank hold IMTM as of Q4 2024.

  • Morris Financial Concepts reported no remaining iShares MSCI Intl Momentum Factor ETF position as of Q4 2024 after selling out during the quarter.
  • Morris Financial Concepts sold 23 iShares MSCI Intl Momentum Factor ETF shares in Q4 2024, an estimated $929.
  • Morris Financial Concepts first reported a position in iShares MSCI Intl Momentum Factor ETF in Q3 2024 and held it in 1 quarter.
  • Morris Financial Concepts's iShares MSCI Intl Momentum Factor ETF position peaked at $929 in Q3 2024.
  • 164 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q4 2024.

Based on Morris Financial Concepts's 13F filing for Q4 2024, filed 29 Jan 2025.