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
Q3 		$4.42M Buy
84,924
+8,269
+11% +$438K 0.1% 157
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 $67.3B AUM 21.9% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

NorthCrest Asset Manangement's IMTM Position: Q3 2026 in Review

NorthCrest Asset Manangement increased its iShares MSCI Intl Momentum Factor ETF (IMTM) stake by 11% in Q3 2026, buying an estimated $438K and bringing the position to 84,924 shares worth $4.42M. The position accounts for 0.1% of the portfolio, ranked #157.

NorthCrest Asset Manangement first reported a position in IMTM in Q2 2023 and has held it in 14 quarters since. 16 funds tracked by Wall St. Rank hold IMTM as of Q3 2026.

  • NorthCrest Asset Manangement held 84,924 shares of iShares MSCI Intl Momentum Factor ETF worth $4.42M as of Q3 2026.
  • NorthCrest Asset Manangement bought 8,269 iShares MSCI Intl Momentum Factor ETF shares in Q3 2026, an estimated $438K.
  • iShares MSCI Intl Momentum Factor ETF made up 0.1% of NorthCrest Asset Manangement's portfolio in Q3 2026, its #157 holding.
  • NorthCrest Asset Manangement first reported a position in iShares MSCI Intl Momentum Factor ETF in Q2 2023 and has held it in 14 quarters since.
  • 16 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q3 2026.

Based on NorthCrest Asset Manangement's 13F filing for Q3 2026, filed 13 Oct 2026.