Northwestern Mutual Wealth Management’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Northwestern Mutual Wealth Management’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	$62.2M	Buy	1,165,748 +63,525	+6%	+$3.32M	0.03%	263
2026 Q1	$52.9M	Buy	1,102,223 +81,668	+8%	+$4.09M	0.03%	261
2025 Q4	$49M	Buy	1,020,555 +231,394	+29%	+$11.1M	0.03%	275
2025 Q3	$37.8M	Buy	789,161 +167,345	+27%	+$7.74M	0.03%	298
2025 Q2	$28.4M	Buy	621,816 +16,881	+3%	+$722K	0.02%	324
2025 Q1	$24.2M	Sell	604,935 -8,266	-1%	-$327K	0.02%	323
2024 Q4	$22.9M	Buy	613,201 +285,828	+87%	+$11.2M	0.02%	314
2024 Q3	$13.2M	Buy	327,373 +263,327	+411%	+$10.3M	0.01%	390
2024 Q2	$2.48M	Buy	64,046 +43,049	+205%	+$1.66M	﹤0.01%	745
2024 Q1	$824K	Sell	20,997 -862	-4%	-$31.4K	﹤0.01%	1073
2023 Q4	$750K	Buy	21,859 +253	+1%	+$8.23K	﹤0.01%	1069
2023 Q3	$680K	Sell	21,606 -590	-3%	-$19.3K	﹤0.01%	1059
2023 Q2	$737K	Sell	22,196 -3,211	-13%	-$106K	﹤0.01%	1036
2023 Q1	$821K	Buy	25,407 +1,159	+5%	+$36.8K	﹤0.01%	958
2022 Q4	$748K	Sell	24,248 -59,996	-71%	-$1.78M	﹤0.01%	960
2022 Q3	$2.26M	Buy	84,244 +77,720	+1,191%	+$2.3M	﹤0.01%	597
2022 Q2	$195K	Sell	6,524 -34,493	-84%	-$1.12M	﹤0.01%	1393
2022 Q1	$1.45M	Sell	41,017 -2,760	-6%	-$98.2K	﹤0.01%	723
2021 Q4	$1.66M	Buy	43,777 +1,527	+4%	+$59.6K	﹤0.01%	658
2021 Q3	$1.61M	Buy	42,250 +8,168	+24%	+$321K	﹤0.01%	624
2021 Q2	$1.32M	Buy	34,082 +6,418	+23%	+$252K	﹤0.01%	670
2021 Q1	$1.04M	Buy	27,664 +55	+0.2%	+$2.1K	﹤0.01%	693
2020 Q4	$1.04M	Sell	27,609 -318	-1%	-$11.2K	﹤0.01%	635
2020 Q3	$949K	Buy	27,927 +927	+3%	+$31K	﹤0.01%	596
2020 Q2	$847K	Buy	27,000 +1,909	+8%	+$55.4K	﹤0.01%	576
2020 Q1	$664K	Buy	+25,091	New	+$749K	﹤0.01%	566

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management's IMTM Position: Q2 2026 in Review

Northwestern Mutual Wealth Management increased its iShares MSCI Intl Momentum Factor ETF (IMTM) stake by 5.8% in Q2 2026, buying an estimated $3.32M and bringing the position to 1,165,748 shares worth $62.2M. The position accounts for 0.03% of the portfolio, ranked #263.

Northwestern Mutual Wealth Management first reported a position in IMTM in Q1 2020 and has held it in 26 quarters since. 235 funds tracked by Wall St. Rank hold IMTM as of Q2 2026.

Northwestern Mutual Wealth Management held 1,165,748 shares of iShares MSCI Intl Momentum Factor ETF worth $62.2M as of Q2 2026.
Northwestern Mutual Wealth Management bought 63,525 iShares MSCI Intl Momentum Factor ETF shares in Q2 2026, an estimated $3.32M.
iShares MSCI Intl Momentum Factor ETF made up 0.03% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #263 holding.
Northwestern Mutual Wealth Management first reported a position in iShares MSCI Intl Momentum Factor ETF in Q1 2020 and has held it in 26 quarters since.
235 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.