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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
Q3 		$2.18M Buy
41,357
+436
+1% +$23.1K 0.37% 46
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Professional Financial Advisors's IMTM Position: Q3 2026 in Review

Professional Financial Advisors increased its iShares MSCI Intl Momentum Factor ETF (IMTM) stake by 1.1% in Q3 2026, buying an estimated $23.1K and bringing the position to 41,357 shares worth $2.18M. The position accounts for 0.37% of the portfolio, ranked #46.

Professional Financial Advisors first reported a position in IMTM in Q2 2020 and has held it in 26 quarters since. The position peaked at $2.18M in Q2 2026. 16 funds tracked by Wall St. Rank hold IMTM as of Q3 2026.

  • Professional Financial Advisors held 41,357 shares of iShares MSCI Intl Momentum Factor ETF worth $2.18M as of Q3 2026.
  • Professional Financial Advisors bought 436 iShares MSCI Intl Momentum Factor ETF shares in Q3 2026, an estimated $23.1K.
  • iShares MSCI Intl Momentum Factor ETF made up 0.37% of Professional Financial Advisors's portfolio in Q3 2026, its #46 holding.
  • Professional Financial Advisors first reported a position in iShares MSCI Intl Momentum Factor ETF in Q2 2020 and has held it in 26 quarters since.
  • Professional Financial Advisors's iShares MSCI Intl Momentum Factor ETF position peaked at $2.18M in Q2 2026.
  • 16 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q3 2026.

Based on Professional Financial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.