Prime Capital Investment Advisors’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Prime Capital Investment 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	$451K	Sell	8,462 -51	-0.6%	-$2.66K	﹤0.01%	723
2026 Q1	$409K	Buy	8,513 +19	+0.2%	+$952	﹤0.01%	733
2025 Q4	$407K	Buy	+8,494	New	+$407K	0.01%	711
2024 Q3	–	Sell	-9,302	Closed	-$360K	–	948
2024 Q2	$360K	Buy	9,302 +496	+6%	+$19.1K	0.01%	669
2024 Q1	$345K	Sell	8,806 -1,187	-12%	-$43.3K	﹤0.01%	734
2023 Q4	$343K	Buy	+9,993	New	+$325K	0.01%	701

Other funds holding IMTM

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

Prime Capital Investment Advisors's IMTM Position: Q2 2026 in Review

Prime Capital Investment Advisors reduced its iShares MSCI Intl Momentum Factor ETF (IMTM) stake by 0.6% in Q2 2026, selling an estimated $2.66K and leaving 8,462 shares worth $451K. The position accounts for ﹤0.01% of the portfolio, ranked #723.

Prime Capital Investment Advisors first reported a position in IMTM in Q4 2023 and has held it in 6 quarters since. 236 funds tracked by Wall St. Rank hold IMTM as of Q2 2026.

Prime Capital Investment Advisors held 8,462 shares of iShares MSCI Intl Momentum Factor ETF worth $451K as of Q2 2026.
Prime Capital Investment Advisors sold 51 iShares MSCI Intl Momentum Factor ETF shares in Q2 2026, an estimated $2.66K.
iShares MSCI Intl Momentum Factor ETF made up ﹤0.01% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #723 holding.
Prime Capital Investment Advisors first reported a position in iShares MSCI Intl Momentum Factor ETF in Q4 2023 and has held it in 6 quarters since.
236 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.