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Principal Securities’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Principal Securities’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 		$286K Buy
5,358
+50
+0.9% +$2.61K ﹤0.01% 1346
2026
Q1 		$255K Sell
5,308
-676
-11% -$33.9K ﹤0.01% 1282
2025
Q4 		$287K Buy
5,984
+474
+9% +$22.7K ﹤0.01% 1160
2025
Q3 		$264K Sell
5,510
-73
-1% -$3.38K ﹤0.01% 1164
2025
Q2 		$255K Sell
5,583
-186
-3% -$7.95K ﹤0.01% 1130
2025
Q1 		$216K Hold
5,769
– – ﹤0.01% 1096
2024
Q4 		$216K Buy
5,769
+31
+0.5% +$1.21K ﹤0.01% 1096
2024
Q3 		$232K Buy
5,738
+3,530
+160% +$138K 0.01% 1042
2024
Q2 		$85.4K Buy
2,208
+583
+36% +$22.5K ﹤0.01% 1391
2024
Q1 		$63.7K Sell
1,625
-31
-2% -$1.13K ﹤0.01% 1458
2023
Q4 		$56.8K Buy
+1,656
New +$53.8K ﹤0.01% 1428

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 $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
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

Principal Securities's IMTM Position: Q2 2026 in Review

Principal Securities increased its iShares MSCI Intl Momentum Factor ETF (IMTM) stake by 0.94% in Q2 2026, buying an estimated $2.61K and bringing the position to 5,358 shares worth $286K. The position accounts for ﹤0.01% of the portfolio, ranked #1346.

Principal Securities first reported a position in IMTM in Q4 2023 and has held it in 11 quarters since. The position peaked at $287K in Q4 2025. 235 funds tracked by Wall St. Rank hold IMTM as of Q2 2026.

  • Principal Securities held 5,358 shares of iShares MSCI Intl Momentum Factor ETF worth $286K as of Q2 2026.
  • Principal Securities bought 50 iShares MSCI Intl Momentum Factor ETF shares in Q2 2026, an estimated $2.61K.
  • iShares MSCI Intl Momentum Factor ETF made up ﹤0.01% of Principal Securities's portfolio in Q2 2026, its #1346 holding.
  • Principal Securities first reported a position in iShares MSCI Intl Momentum Factor ETF in Q4 2023 and has held it in 11 quarters since.
  • Principal Securities's iShares MSCI Intl Momentum Factor ETF position peaked at $287K in Q4 2025.
  • 235 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.