Raymond James Financial’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Raymond James Financial’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	$3.08M	Buy	57,824 +7,527	+15%	+$393K	﹤0.01%	3154
2026 Q1	$2.42M	Buy	50,297 +18,070	+56%	+$905K	﹤0.01%	3208
2025 Q4	$1.55M	Sell	32,227 -611	-2%	-$29.3K	﹤0.01%	3472
2025 Q3	$1.57M	Sell	32,838 -8,937	-21%	-$413K	﹤0.01%	3353
2025 Q2	$1.91M	Buy	41,775 +11,025	+36%	+$471K	﹤0.01%	3116
2025 Q1	$1.23M	Buy	30,750 +4,603	+18%	+$182K	﹤0.01%	3337
2024 Q4	$978K	Buy	+26,147	New	+$1.02M	﹤0.01%	3468

Other funds holding IMTM

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

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 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

Raymond James Financial's IMTM Position: Q2 2026 in Review

Raymond James Financial increased its iShares MSCI Intl Momentum Factor ETF (IMTM) stake by 15% in Q2 2026, buying an estimated $393K and bringing the position to 57,824 shares worth $3.08M. The position accounts for ﹤0.01% of the portfolio, ranked #3154.

Raymond James Financial first reported a position in IMTM in Q4 2024 and has held it in 7 quarters since. 236 funds tracked by Wall St. Rank hold IMTM as of Q2 2026.

Raymond James Financial held 57,824 shares of iShares MSCI Intl Momentum Factor ETF worth $3.08M as of Q2 2026.
Raymond James Financial bought 7,527 iShares MSCI Intl Momentum Factor ETF shares in Q2 2026, an estimated $393K.
iShares MSCI Intl Momentum Factor ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #3154 holding.
Raymond James Financial first reported a position in iShares MSCI Intl Momentum Factor ETF in Q4 2024 and has held it in 7 quarters since.
236 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.