PFA
IMTM icon

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

Professional 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 		$2.18M Buy
40,921
+1,928
+5% +$101K 0.38% 44
2026
Q1 		$1.87M Buy
38,993
+9,457
+32% +$474K 0.38% 50
2025
Q4 		$1.42M Sell
29,536
-232
-0.8% -$11.1K 0.29% 55
2025
Q3 		$1.43M Buy
29,768
+2,059
+7% +$95.3K 0.3% 53
2025
Q2 		$1.27M Buy
27,709
+512
+2% +$21.9K 0.29% 56
2025
Q1 		$1.09M Sell
27,197
-141
-0.5% -$5.58K 0.28% 58
2024
Q4 		$1.02M Buy
27,338
+163
+0.6% +$6.36K 0.26% 61
2024
Q3 		$1.1M Buy
27,175
+713
+3% +$27.9K 0.28% 57
2024
Q2 		$1.02M Buy
26,462
+934
+4% +$36.1K 0.28% 57
2024
Q1 		$1M Sell
25,528
-1,607
-6% -$58.6K 0.29% 58
2023
Q4 		$930K Buy
27,135
+485
+2% +$15.8K 0.31% 51
2023
Q3 		$839K Sell
26,650
-834
-3% -$27.2K 0.38% 50
2023
Q2 		$912K Sell
27,484
-33,023
-55% -$1.09M 0.47% 41
2023
Q1 		$2.15M Buy
60,507
+23,762
+65% +$755K 1.27% 16
2022
Q4 		$1.13M Buy
36,745
+1,174
+3% +$34.9K 0.77% 25
2022
Q3 		$955K Buy
35,571
+551
+2% +$16.3K 0.59% 31
2022
Q2 		$1.05M Sell
35,020
-25,487
-42% -$826K 0.59% 34
2022
Q1 		$2.15M Buy
60,507
+5,653
+10% +$201K 0.93% 24
2021
Q4 		$2.09M Buy
54,854
+3,541
+7% +$138K 0.9% 22
2021
Q3 		$1.95M Buy
51,313
+1,996
+4% +$78.4K 1.12% 15
2021
Q2 		$1.93M Buy
49,317
+1,828
+4% +$71.7K 1.06% 14
2021
Q1 		$1.79M Buy
47,489
+17,578
+59% +$670K 1.11% 14
2020
Q4 		$1.13M Buy
29,911
+1,731
+6% +$61.1K 0.89% 30
2020
Q3 		$922K Sell
28,180
-29
-0.1% -$971 0.86% 30
2020
Q2 		$885K Buy
+28,209
New +$819K 1.16% 26

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

Professional Financial Advisors's IMTM Position: Q2 2026 in Review

Professional Financial Advisors increased its iShares MSCI Intl Momentum Factor ETF (IMTM) stake by 4.9% in Q2 2026, buying an estimated $101K and bringing the position to 40,921 shares worth $2.18M. The position accounts for 0.38% of the portfolio, ranked #44.

Professional Financial Advisors first reported a position in IMTM in Q2 2020 and has held it in 25 quarters since. 235 funds tracked by Wall St. Rank hold IMTM as of Q2 2026.

  • Professional Financial Advisors held 40,921 shares of iShares MSCI Intl Momentum Factor ETF worth $2.18M as of Q2 2026.
  • Professional Financial Advisors bought 1,928 iShares MSCI Intl Momentum Factor ETF shares in Q2 2026, an estimated $101K.
  • iShares MSCI Intl Momentum Factor ETF made up 0.38% of Professional Financial Advisors's portfolio in Q2 2026, its #44 holding.
  • Professional Financial Advisors first reported a position in iShares MSCI Intl Momentum Factor ETF in Q2 2020 and has held it in 25 quarters since.
  • 235 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2026.

Based on Professional Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.