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

Mutual 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
2022 Q1	–	Sell	-10,647	Closed	-$405K	–	905
2021 Q4	$405K	Buy	10,647 +803	+8%	+$31.3K	0.02%	639
2021 Q3	$375K	Buy	9,844 +638	+7%	+$25.1K	0.02%	643
2021 Q2	$356K	Buy	9,206 +230	+3%	+$9.02K	0.02%	636
2021 Q1	$337K	Buy	8,976 +1,542	+21%	+$58.8K	0.02%	596
2020 Q4	$280K	Sell	7,434 -1,375	-16%	-$48.6K	0.02%	616
2020 Q3	$299K	Sell	8,809 -45	-0.5%	-$1.51K	0.03%	543
2020 Q2	$278K	Buy	+8,854	New	+$257K	0.03%	523

Other funds holding IMTM

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mutual Advisors's IMTM Position: Q1 2022 in Review

Mutual Advisors sold out of iShares MSCI Intl Momentum Factor ETF (IMTM) in Q1 2022, closing a stake of 10,647 shares — an estimated $405K sold.

Mutual Advisors first reported a position in IMTM in Q2 2020 and held it in 7 quarters. The position peaked at $405K in Q4 2021. 99 funds tracked by Wall St. Rank hold IMTM as of Q1 2022.

Mutual Advisors reported no remaining iShares MSCI Intl Momentum Factor ETF position as of Q1 2022 after selling out during the quarter.
Mutual Advisors sold 10,647 iShares MSCI Intl Momentum Factor ETF shares in Q1 2022, an estimated $405K.
Mutual Advisors first reported a position in iShares MSCI Intl Momentum Factor ETF in Q2 2020 and held it in 7 quarters.
Mutual Advisors's iShares MSCI Intl Momentum Factor ETF position peaked at $405K in Q4 2021.
99 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q1 2022.

Based on Mutual Advisors's 13F filing for Q1 2022, filed 9 May 2022.