Planning Strategies’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Planning Strategies’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	$487K	Buy	+9,126	New	+$476K	0.3%	41

Other funds holding IMTM

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Planning Strategies's IMTM Position: Q2 2026 in Review

Planning Strategies opened a new position in iShares MSCI Intl Momentum Factor ETF (IMTM) in Q2 2026: 9,126 shares worth $487K. The stake represents 0.3% of the portfolio and ranks #41 among its holdings.

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

Planning Strategies held 9,126 shares of iShares MSCI Intl Momentum Factor ETF worth $487K as of Q2 2026.
iShares MSCI Intl Momentum Factor ETF was a new Planning Strategies position in Q2 2026.
iShares MSCI Intl Momentum Factor ETF made up 0.3% of Planning Strategies's portfolio in Q2 2026, its #41 holding.
227 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.