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

NewEdge 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
2026 Q2	$3M	Sell	56,309 -45,200	-45%	-$2.36M	0.01%	1008
2026 Q1	$4.87M	Buy	101,509 +90,576	+828%	+$4.54M	0.02%	698
2025 Q4	$524K	Buy	10,933 +418	+4%	+$20K	﹤0.01%	1929
2025 Q3	$503K	Buy	+10,515	New	+$487K	﹤0.01%	1801
2023 Q4	–	Sell	-386	Closed	-$12.2K	–	3813
2023 Q3	$12.2K	Hold	386	–	–	﹤0.01%	2512
2023 Q2	$12.8K	Buy	+386	New	+$12.7K	﹤0.01%	2532
2023 Q1	–	Sell	-3	Closed	–	–	3774
2022 Q4	$0	Buy	+3	New	+$89	﹤0.01%	4144

Other funds holding IMTM

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

NewEdge Advisors's IMTM Position: Q2 2026 in Review

NewEdge Advisors reduced its iShares MSCI Intl Momentum Factor ETF (IMTM) stake by 45% in Q2 2026, selling an estimated $2.36M and leaving 56,309 shares worth $3M. The position accounts for 0.01% of the portfolio, ranked #1008.

NewEdge Advisors first reported a position in IMTM in Q4 2022 and has held it in 7 quarters since. The position peaked at $4.87M in Q1 2026. 235 funds tracked by Wall St. Rank hold IMTM as of Q2 2026.

NewEdge Advisors held 56,309 shares of iShares MSCI Intl Momentum Factor ETF worth $3M as of Q2 2026.
NewEdge Advisors sold 45,200 iShares MSCI Intl Momentum Factor ETF shares in Q2 2026, an estimated $2.36M.
iShares MSCI Intl Momentum Factor ETF made up 0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1008 holding.
NewEdge Advisors first reported a position in iShares MSCI Intl Momentum Factor ETF in Q4 2022 and has held it in 7 quarters since.
NewEdge Advisors's iShares MSCI Intl Momentum Factor ETF position peaked at $4.87M in Q1 2026.
235 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.