NAM
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NorthCrest Asset Manangement’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

NorthCrest Asset Manangement’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 		$4.02M Buy
76,655
+15,409
+25% +$804K 0.1% 161
2026
Q1 		$2.99M Sell
61,246
-19,175
-24% -$961K 0.09% 177
2025
Q4 		$3.98M Buy
80,421
+11,565
+17% +$554K 0.09% 169
2025
Q3 		$3.29M Buy
68,856
+4,794
+7% +$222K 0.08% 176
2025
Q2 		$2.9M Buy
64,062
+2,474
+4% +$106K 0.08% 182
2025
Q1 		$2.46M Buy
61,588
+25,228
+69% +$998K 0.07% 190
2024
Q4 		$1.36M Buy
36,360
+12,021
+49% +$469K 0.04% 254
2024
Q3 		$983K Buy
24,339
+4,031
+20% +$158K 0.03% 288
2024
Q2 		$786K Buy
20,308
+5,437
+37% +$210K 0.03% 305
2024
Q1 		$583K Buy
14,871
+7,837
+111% +$286K 0.02% 357
2023
Q4 		$241K Sell
7,034
-803
-10% -$26.1K 0.01% 480
2023
Q3 		$247K Sell
7,837
-1,152
-13% -$37.6K 0.01% 461
2023
Q2 		$298K Buy
+8,989
New +$296K 0.01% 446

Other funds holding IMTM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
SPA
Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $982M AUM 21.85% 1-Year Est. Return

NorthCrest Asset Manangement's IMTM Position: Q2 2026 in Review

NorthCrest Asset Manangement increased its iShares MSCI Intl Momentum Factor ETF (IMTM) stake by 25% in Q2 2026, buying an estimated $804K and bringing the position to 76,655 shares worth $4.02M. The position accounts for 0.1% of the portfolio, ranked #161.

NorthCrest Asset Manangement first reported a position in IMTM in Q2 2023 and has held it in 13 quarters since. 143 funds tracked by Wall St. Rank hold IMTM as of Q2 2026.

  • NorthCrest Asset Manangement held 76,655 shares of iShares MSCI Intl Momentum Factor ETF worth $4.02M as of Q2 2026.
  • NorthCrest Asset Manangement bought 15,409 iShares MSCI Intl Momentum Factor ETF shares in Q2 2026, an estimated $804K.
  • iShares MSCI Intl Momentum Factor ETF made up 0.1% of NorthCrest Asset Manangement's portfolio in Q2 2026, its #161 holding.
  • NorthCrest Asset Manangement first reported a position in iShares MSCI Intl Momentum Factor ETF in Q2 2023 and has held it in 13 quarters since.
  • 143 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2026.

Based on NorthCrest Asset Manangement's 13F filing for Q2 2026, filed 15 Jul 2026.