OFG
IMTM icon

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

Oxford 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
2023
Q3 		– Sell
-411
Closed -$13.6K – 279
2023
Q2 		$13.6K Buy
+411
New +$13.6K ﹤0.01% 278

Other funds holding IMTM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

Oxford Financial Group's IMTM Position: Q3 2023 in Review

Oxford Financial Group sold out of iShares MSCI Intl Momentum Factor ETF (IMTM) in Q3 2023, closing a stake of 411 shares — an estimated $13.6K sold.

Oxford Financial Group first reported a position in IMTM in Q2 2023 and held it in 1 quarter. The position peaked at $13.6K in Q2 2023. 103 funds tracked by Wall St. Rank hold IMTM as of Q3 2023.

  • Oxford Financial Group reported no remaining iShares MSCI Intl Momentum Factor ETF position as of Q3 2023 after selling out during the quarter.
  • Oxford Financial Group sold 411 iShares MSCI Intl Momentum Factor ETF shares in Q3 2023, an estimated $13.6K.
  • Oxford Financial Group first reported a position in iShares MSCI Intl Momentum Factor ETF in Q2 2023 and held it in 1 quarter.
  • Oxford Financial Group's iShares MSCI Intl Momentum Factor ETF position peaked at $13.6K in Q2 2023.
  • 103 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q3 2023.

Based on Oxford Financial Group's 13F filing for Q3 2023, filed 13 Nov 2023.