Phillips Financial Management’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Phillips Financial 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
2026 Q2	$28.4K	Buy	+532	New	+$27.8K	﹤0.01%	258

Other funds holding IMTM

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Phillips Financial Management's IMTM Position: Q2 2026 in Review

Phillips Financial Management opened a new position in iShares MSCI Intl Momentum Factor ETF (IMTM) in Q2 2026: 532 shares worth $28.4K. The stake represents ﹤0.01% of the portfolio and ranks #258 among its holdings.

235 funds tracked by Wall St. Rank hold IMTM as of Q2 2026.

Phillips Financial Management held 532 shares of iShares MSCI Intl Momentum Factor ETF worth $28.4K as of Q2 2026.
iShares MSCI Intl Momentum Factor ETF was a new Phillips Financial Management position in Q2 2026.
iShares MSCI Intl Momentum Factor ETF made up ﹤0.01% of Phillips Financial Management's portfolio in Q2 2026, its #258 holding.
235 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2026.

Based on Phillips Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.