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Oppenheimer & Co’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Oppenheimer & Co’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 		$220K Buy
+4,130
New +$216K ﹤0.01% 1617
2026
Q1 		– Sell
-6,941
Closed -$333K – 1743
2025
Q4 		$333K Hold
6,941
– – ﹤0.01% 1242
2025
Q3 		$332K Hold
6,941
– – ﹤0.01% 1339
2025
Q2 		$317K Buy
+6,941
New +$297K ﹤0.01% 1328

Other funds holding IMTM

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Oppenheimer & Co's IMTM Position: Q2 2026 in Review

Oppenheimer & Co opened a new position in iShares MSCI Intl Momentum Factor ETF (IMTM) in Q2 2026: 4,130 shares worth $220K. The stake represents ﹤0.01% of the portfolio and ranks #1617 among its holdings. This is a return to the name: Oppenheimer & Co previously reported a position in IMTM as recently as Q4 2025.

Oppenheimer & Co first reported a position in IMTM in Q2 2025 and has held it in 4 quarters since. The position peaked at $333K in Q4 2025. 235 funds tracked by Wall St. Rank hold IMTM as of Q2 2026.

  • Oppenheimer & Co held 4,130 shares of iShares MSCI Intl Momentum Factor ETF worth $220K as of Q2 2026.
  • iShares MSCI Intl Momentum Factor ETF was a new Oppenheimer & Co position in Q2 2026.
  • iShares MSCI Intl Momentum Factor ETF made up ﹤0.01% of Oppenheimer & Co's portfolio in Q2 2026, its #1617 holding.
  • Oppenheimer & Co first reported a position in iShares MSCI Intl Momentum Factor ETF in Q2 2025 and has held it in 4 quarters since.
  • Oppenheimer & Co's iShares MSCI Intl Momentum Factor ETF position peaked at $333K in Q4 2025.
  • 235 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2026.

Based on Oppenheimer & Co's 13F filing for Q2 2026, filed 3 Aug 2026.