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Redwood Wealth Management Group’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Redwood Wealth Management Group’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
2024
Q3 		– Sell
-50
Closed -$1.94K – 593
2024
Q2 		$1.94K Buy
+50
New +$1.93K ﹤0.01% 906

Other funds holding IMTM

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

Redwood Wealth Management Group's IMTM Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of iShares MSCI Intl Momentum Factor ETF (IMTM) in Q3 2024, closing a stake of 50 shares — an estimated $1.94K sold.

Redwood Wealth Management Group first reported a position in IMTM in Q2 2024 and held it in 1 quarter. The position peaked at $1.94K in Q2 2024. 151 funds tracked by Wall St. Rank hold IMTM as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining iShares MSCI Intl Momentum Factor ETF position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 50 iShares MSCI Intl Momentum Factor ETF shares in Q3 2024, an estimated $1.94K.
  • Redwood Wealth Management Group first reported a position in iShares MSCI Intl Momentum Factor ETF in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's iShares MSCI Intl Momentum Factor ETF position peaked at $1.94K in Q2 2024.
  • 151 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.