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Oxinas Partners Wealth Management’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Oxinas Partners 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
2024
Q2 		– Sell
-5,589
Closed -$219K – 127
2024
Q1 		$219K Buy
+5,589
New +$204K 0.14% 115
2023
Q3 		– Sell
-6,174
Closed -$205K – 121
2023
Q2 		$205K Buy
+6,174
New +$204K 0.13% 118

Other funds holding IMTM

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Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

Oxinas Partners Wealth Management's IMTM Position: Q2 2024 in Review

Oxinas Partners Wealth Management sold out of iShares MSCI Intl Momentum Factor ETF (IMTM) in Q2 2024, closing a stake of 5,589 shares — an estimated $219K sold.

Oxinas Partners Wealth Management first reported a position in IMTM in Q2 2023 and held it in 2 quarters. The position peaked at $219K in Q1 2024. 154 funds tracked by Wall St. Rank hold IMTM as of Q2 2024.

  • Oxinas Partners Wealth Management reported no remaining iShares MSCI Intl Momentum Factor ETF position as of Q2 2024 after selling out during the quarter.
  • Oxinas Partners Wealth Management sold 5,589 iShares MSCI Intl Momentum Factor ETF shares in Q2 2024, an estimated $219K.
  • Oxinas Partners Wealth Management first reported a position in iShares MSCI Intl Momentum Factor ETF in Q2 2023 and held it in 2 quarters.
  • Oxinas Partners Wealth Management's iShares MSCI Intl Momentum Factor ETF position peaked at $219K in Q1 2024.
  • 154 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2024.

Based on Oxinas Partners Wealth Management's 13F filing for Q2 2024, filed 2 Aug 2024.