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Patriot Financial Group Insurance Agency’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-62
Closed -$2K – 1132
2022
Q2 		$2K Hold
62
– – ﹤0.01% 1766
2022
Q1 		$2K Hold
62
– – ﹤0.01% 1850
2021
Q4 		$2K Hold
62
– – ﹤0.01% 1938
2021
Q3 		$2K Sell
62
-227
-79% -$8.91K ﹤0.01% 1940
2021
Q2 		$11K Buy
+289
New +$11.3K ﹤0.01% 1414
2020
Q2 		– Sell
-1,148
Closed -$30K – 1738
2020
Q1 		$30K Sell
1,148
-330
-22% -$9.86K 0.01% 564
2019
Q4 		$46K Buy
1,478
+579
+64% +$17.5K 0.02% 493
2019
Q3 		$26K Buy
899
+115
+15% +$3.38K 0.01% 578
2019
Q2 		$23K Buy
784
+276
+54% +$7.99K 0.01% 609
2019
Q1 		$15K Buy
508
+351
+224% +$9.66K 0.01% 618
2018
Q4 		$4K Buy
+157
New +$4.31K ﹤0.01% 762

Other funds holding IMTM

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 $424B AUM 22.94% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 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
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.8B AUM 19.39% 1-Year Est. Return
ACA
Atlas Capital Advisors Jackson, Wyoming $875M AUM

Patriot Financial Group Insurance Agency's IMTM Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of iShares MSCI Intl Momentum Factor ETF (IMTM) in Q3 2022, closing a stake of 62 shares — an estimated $2K sold.

Patriot Financial Group Insurance Agency first reported a position in IMTM in Q4 2018 and held it in 11 quarters. The position peaked at $46K in Q4 2019. 97 funds tracked by Wall St. Rank hold IMTM as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining iShares MSCI Intl Momentum Factor ETF position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 62 iShares MSCI Intl Momentum Factor ETF shares in Q3 2022, an estimated $2K.
  • Patriot Financial Group Insurance Agency first reported a position in iShares MSCI Intl Momentum Factor ETF in Q4 2018 and held it in 11 quarters.
  • Patriot Financial Group Insurance Agency's iShares MSCI Intl Momentum Factor ETF position peaked at $46K in Q4 2019.
  • 97 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.