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

Retirement 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
Q3 		– Sell
-210
Closed -$6.97K – 800
2023
Q2 		$6.97K Hold
210
– – ﹤0.01% 463
2023
Q1 		$7K Hold
210
– – ﹤0.01% 449
2022
Q4 		$6K Buy
+210
New +$6.24K ﹤0.01% 414
2022
Q3 		– Sell
-210
Closed -$6K – 642
2022
Q2 		$6K Buy
+210
New +$6.81K ﹤0.01% 508

Other funds holding IMTM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

Retirement Group's IMTM Position: Q3 2023 in Review

Retirement Group sold out of iShares MSCI Intl Momentum Factor ETF (IMTM) in Q3 2023, closing a stake of 210 shares — an estimated $6.97K sold.

Retirement Group first reported a position in IMTM in Q2 2022 and held it in 4 quarters. The position peaked at $7K in Q1 2023. 103 funds tracked by Wall St. Rank hold IMTM as of Q3 2023.

  • Retirement Group reported no remaining iShares MSCI Intl Momentum Factor ETF position as of Q3 2023 after selling out during the quarter.
  • Retirement Group sold 210 iShares MSCI Intl Momentum Factor ETF shares in Q3 2023, an estimated $6.97K.
  • Retirement Group first reported a position in iShares MSCI Intl Momentum Factor ETF in Q2 2022 and held it in 4 quarters.
  • Retirement Group's iShares MSCI Intl Momentum Factor ETF position peaked at $7K in Q1 2023.
  • 103 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q3 2023.

Based on Retirement Group's 13F filing for Q3 2023, filed 6 Nov 2023.