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Parkside Financial Bank & Trust’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Parkside Financial Bank & Trust’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
Q1 		$19.4K Hold
405
– – ﹤0.01% 1314
2025
Q4 		$19.4K Hold
405
– – ﹤0.01% 1310
2025
Q3 		$19.4K Hold
405
– – ﹤0.01% 1260
2025
Q2 		$18.5K Hold
405
– – ﹤0.01% 1266
2025
Q1 		$16.2K Hold
405
– – ﹤0.01% 1224
2024
Q4 		$15.1K Hold
405
– – ﹤0.01% 1164
2024
Q3 		$16.4K Hold
405
– – ﹤0.01% 1106
2024
Q2 		$15.7K Hold
405
– – ﹤0.01% 1077
2024
Q1 		$15.9K Hold
405
– – ﹤0.01% 1066
2023
Q4 		$13.9K Hold
405
– – ﹤0.01% 1075
2023
Q3 		$12.8K Hold
405
– – ﹤0.01% 1039
2023
Q2 		$13.4K Hold
405
– – ﹤0.01% 1026
2023
Q1 		$13.1K Sell
405
-1,005
-71% -$31.9K ﹤0.01% 1011
2022
Q4 		$43.5K Hold
1,410
– – 0.01% 619
2022
Q3 		$38K Sell
1,410
-407
-22% -$12K 0.01% 593
2022
Q2 		$54K Hold
1,817
– – 0.02% 496
2022
Q1 		$64K Buy
1,817
+100
+6% +$3.56K 0.02% 466
2021
Q4 		$65K Hold
1,717
– – 0.02% 454
2021
Q3 		$65K Hold
1,717
– – 0.02% 428
2021
Q2 		$66K Buy
1,717
+310
+22% +$12.2K 0.02% 423
2021
Q1 		$53K Hold
1,407
– – 0.02% 463
2020
Q4 		$53K Buy
1,407
+1,000
+246% +$35.3K 0.02% 449
2020
Q3 		$14K Buy
+407
New +$13.6K ﹤0.01% 746

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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Parkside Financial Bank & Trust's IMTM Position: Q1 2026 in Review

Parkside Financial Bank & Trust held its iShares MSCI Intl Momentum Factor ETF (IMTM) position steady in Q1 2026 at 405 shares worth $19.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1314.

Parkside Financial Bank & Trust first reported a position in IMTM in Q3 2020 and has held it in 23 quarters since. The position peaked at $66K in Q2 2021. 232 funds tracked by Wall St. Rank hold IMTM as of Q1 2026.

  • Parkside Financial Bank & Trust held 405 shares of iShares MSCI Intl Momentum Factor ETF worth $19.4K as of Q1 2026.
  • Parkside Financial Bank & Trust left its iShares MSCI Intl Momentum Factor ETF share count unchanged in Q1 2026.
  • iShares MSCI Intl Momentum Factor ETF made up ﹤0.01% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #1314 holding.
  • Parkside Financial Bank & Trust first reported a position in iShares MSCI Intl Momentum Factor ETF in Q3 2020 and has held it in 23 quarters since.
  • Parkside Financial Bank & Trust's iShares MSCI Intl Momentum Factor ETF position peaked at $66K in Q2 2021.
  • 232 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q1 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2026, filed 13 May 2026.