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Moss Adams Wealth Advisors’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Moss Adams Wealth 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
2023
Q1 		– Sell
-76
Closed -$2.34K – 195
2022
Q4 		$2.34K Buy
+76
New +$2.26K ﹤0.01% 164

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
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
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
ACA
Atlas Capital Advisors Jackson, Wyoming $875M AUM
1WM
1900 Wealth Management San Antonio, Texas $1.56B AUM 14.13% 1-Year Est. Return

Moss Adams Wealth Advisors's IMTM Position: Q1 2023 in Review

Moss Adams Wealth Advisors sold out of iShares MSCI Intl Momentum Factor ETF (IMTM) in Q1 2023, closing a stake of 76 shares — an estimated $2.34K sold.

Moss Adams Wealth Advisors first reported a position in IMTM in Q4 2022 and held it in 1 quarter. The position peaked at $2.34K in Q4 2022. 100 funds tracked by Wall St. Rank hold IMTM as of Q1 2023.

  • Moss Adams Wealth Advisors reported no remaining iShares MSCI Intl Momentum Factor ETF position as of Q1 2023 after selling out during the quarter.
  • Moss Adams Wealth Advisors sold 76 iShares MSCI Intl Momentum Factor ETF shares in Q1 2023, an estimated $2.34K.
  • Moss Adams Wealth Advisors first reported a position in iShares MSCI Intl Momentum Factor ETF in Q4 2022 and held it in 1 quarter.
  • Moss Adams Wealth Advisors's iShares MSCI Intl Momentum Factor ETF position peaked at $2.34K in Q4 2022.
  • 100 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q1 2023.

Based on Moss Adams Wealth Advisors's 13F filing for Q1 2023, filed 20 Dec 2023.