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Peapack-Gladstone Financial Corp’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Peapack-Gladstone Financial Corp’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 		$11.3M Buy
234,928
+21,588
+10% +$1.08M 0.14% 150
2025
Q4 		$10.2M Buy
213,340
+7,747
+4% +$371K 0.13% 158
2025
Q3 		$9.84M Buy
205,593
+18,484
+10% +$855K 0.13% 155
2025
Q2 		$8.55M Buy
187,109
+133,792
+251% +$5.72M 0.12% 165
2025
Q1 		$2.13M Buy
+53,317
New +$2.11M 0.03% 327

Other funds holding IMTM

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
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.75B AUM 15.4% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Peapack-Gladstone Financial Corp's IMTM Position: Q1 2026 in Review

Peapack-Gladstone Financial Corp increased its iShares MSCI Intl Momentum Factor ETF (IMTM) stake by 10% in Q1 2026, buying an estimated $1.08M and bringing the position to 234,928 shares worth $11.3M. The position accounts for 0.14% of the portfolio, ranked #150.

Peapack-Gladstone Financial Corp first reported a position in IMTM in Q1 2025 and has held it in 5 quarters since. 231 funds tracked by Wall St. Rank hold IMTM as of Q1 2026.

  • Peapack-Gladstone Financial Corp held 234,928 shares of iShares MSCI Intl Momentum Factor ETF worth $11.3M as of Q1 2026.
  • Peapack-Gladstone Financial Corp bought 21,588 iShares MSCI Intl Momentum Factor ETF shares in Q1 2026, an estimated $1.08M.
  • iShares MSCI Intl Momentum Factor ETF made up 0.14% of Peapack-Gladstone Financial Corp's portfolio in Q1 2026, its #150 holding.
  • Peapack-Gladstone Financial Corp first reported a position in iShares MSCI Intl Momentum Factor ETF in Q1 2025 and has held it in 5 quarters since.
  • 231 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q1 2026.

Based on Peapack-Gladstone Financial Corp's 13F filing for Q1 2026, filed 15 May 2026.