Next Financial Group’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Next Financial Group’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
2021 Q4	$29K	Buy	758 +101	+15%	+$3.94K	﹤0.01%	1732
2021 Q3	$25K	Buy	657 +5	+0.8%	+$196	﹤0.01%	1715
2021 Q2	$25K	Sell	652 -660	-50%	-$25.9K	﹤0.01%	1667
2021 Q1	$49K	Buy	1,312 +1,195	+1,021%	+$45.6K	﹤0.01%	1289
2020 Q4	$4K	Sell	117 -76	-39%	-$2.68K	﹤0.01%	2037
2020 Q3	$7K	Buy	+193	New	+$6.46K	﹤0.01%	1732
2019 Q3	–	Sell	-186	Closed	-$6K	–	2360
2019 Q2	$6K	Buy	+186	New	+$5.38K	﹤0.01%	1835
2019 Q1	–	Sell	-236	Closed	-$6K	–	1864
2018 Q4	$6K	Buy	+236	New	+$6.48K	﹤0.01%	1498

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

1WM

1900 Wealth Management San Antonio, Texas $1.56B AUM 14.13% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return

ACA

Atlas Capital Advisors Jackson, Wyoming $875M AUM

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

Next Financial Group's IMTM Position: Q4 2021 in Review

Next Financial Group increased its iShares MSCI Intl Momentum Factor ETF (IMTM) stake by 15% in Q4 2021, buying an estimated $3.94K and bringing the position to 758 shares worth $29K. The position accounts for ﹤0.01% of the portfolio, ranked #1732.

Next Financial Group first reported a position in IMTM in Q4 2018 and has held it in 8 quarters since. The position peaked at $49K in Q1 2021. 107 funds tracked by Wall St. Rank hold IMTM as of Q4 2021.

Next Financial Group held 758 shares of iShares MSCI Intl Momentum Factor ETF worth $29K as of Q4 2021.
Next Financial Group bought 101 iShares MSCI Intl Momentum Factor ETF shares in Q4 2021, an estimated $3.94K.
iShares MSCI Intl Momentum Factor ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1732 holding.
Next Financial Group first reported a position in iShares MSCI Intl Momentum Factor ETF in Q4 2018 and has held it in 8 quarters since.
Next Financial Group's iShares MSCI Intl Momentum Factor ETF position peaked at $49K in Q1 2021.
107 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.