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Plante Moran Financial Advisors’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Plante Moran Financial Advisors’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 		$59.3K Buy
+1,112
New +$58K ﹤0.01% 322
2024
Q2 		– Sell
-389
Closed -$15.3K – 838
2024
Q1 		$15.3K Buy
+389
New +$14.2K ﹤0.01% 541

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 $67.3B AUM 21.9% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Plante Moran Financial Advisors's IMTM Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in iShares MSCI Intl Momentum Factor ETF (IMTM) in Q2 2026: 1,112 shares worth $59.3K. The stake represents ﹤0.01% of the portfolio and ranks #322 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in IMTM as recently as Q1 2024.

Plante Moran Financial Advisors first reported a position in IMTM in Q1 2024 and has held it in 2 quarters since. 236 funds tracked by Wall St. Rank hold IMTM as of Q2 2026.

  • Plante Moran Financial Advisors held 1,112 shares of iShares MSCI Intl Momentum Factor ETF worth $59.3K as of Q2 2026.
  • iShares MSCI Intl Momentum Factor ETF was a new Plante Moran Financial Advisors position in Q2 2026.
  • iShares MSCI Intl Momentum Factor ETF made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #322 holding.
  • Plante Moran Financial Advisors first reported a position in iShares MSCI Intl Momentum Factor ETF in Q1 2024 and has held it in 2 quarters since.
  • 236 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.