Resource Planning Group’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Resource Planning 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
2023 Q4	$1.11M	Buy	+32,480	New	+$1.06M	0.71%	30

Other funds holding IMTM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Adroit Compliance $479M AUM

KFAA

Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Resource Planning Group's IMTM Position: Q4 2023 in Review

Resource Planning Group opened a new position in iShares MSCI Intl Momentum Factor ETF (IMTM) in Q4 2023: 32,480 shares worth $1.11M. The stake represents 0.71% of the portfolio and ranks #30 among its holdings.

115 funds tracked by Wall St. Rank hold IMTM as of Q4 2023.

Resource Planning Group held 32,480 shares of iShares MSCI Intl Momentum Factor ETF worth $1.11M as of Q4 2023.
iShares MSCI Intl Momentum Factor ETF was a new Resource Planning Group position in Q4 2023.
iShares MSCI Intl Momentum Factor ETF made up 0.71% of Resource Planning Group's portfolio in Q4 2023, its #30 holding.
115 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q4 2023.

Based on Resource Planning Group's 13F filing for Q4 2023, filed 10 Jan 2024.