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

RHS 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 		$5.67M Buy
106,314
+27,702
+35% +$1.45M 2.29% 11
2026
Q1 		$3.77M Buy
78,612
+4,700
+6% +$236K 1.79% 19
2025
Q4 		$3.55M Buy
73,912
+481
+0.7% +$23K 1.73% 19
2025
Q3 		$3.52M Buy
73,431
+10,072
+16% +$466K 1.82% 17
2025
Q2 		$2.89M Sell
63,359
-1,638
-3% -$70K 1.64% 20
2025
Q1 		$2.6M Buy
64,997
+4,292
+7% +$170K 1.46% 22
2024
Q4 		$2.27M Buy
60,705
+5,690
+10% +$222K 1.17% 26
2024
Q3 		$2.22M Buy
55,015
+24,850
+82% +$972K 1.12% 28
2024
Q2 		$1.17M Buy
30,165
+7,398
+32% +$286K 0.71% 40
2024
Q1 		$893K Buy
22,767
+10,393
+84% +$379K 0.52% 48
2023
Q4 		$424K Sell
12,374
-1,329
-10% -$43.2K 0.27% 69
2023
Q3 		$431K Buy
13,703
+1,171
+9% +$38.3K 0.3% 61
2023
Q2 		$416K Buy
12,532
+275
+2% +$9.07K 0.31% 65
2023
Q1 		$396K Sell
12,257
-7,867
-39% -$250K 0.3% 64
2022
Q4 		$620K Buy
20,124
+7,922
+65% +$235K 0.49% 51
2022
Q3 		$328K Buy
12,202
+1,231
+11% +$36.4K 0.29% 65
2022
Q2 		$328K Buy
10,971
+4,694
+75% +$152K 0.27% 58
2022
Q1 		$223K Buy
6,277
+862
+16% +$30.7K 0.16% 69
2021
Q4 		$206K Buy
+5,415
New +$211K 0.14% 83

Other funds holding IMTM

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

RHS Financial's IMTM Position: Q2 2026 in Review

RHS Financial increased its iShares MSCI Intl Momentum Factor ETF (IMTM) stake by 35% in Q2 2026, buying an estimated $1.45M and bringing the position to 106,314 shares worth $5.67M. The position accounts for 2.29% of the portfolio, ranked #11.

RHS Financial first reported a position in IMTM in Q4 2021 and has held it in 19 quarters since. 235 funds tracked by Wall St. Rank hold IMTM as of Q2 2026.

  • RHS Financial held 106,314 shares of iShares MSCI Intl Momentum Factor ETF worth $5.67M as of Q2 2026.
  • RHS Financial bought 27,702 iShares MSCI Intl Momentum Factor ETF shares in Q2 2026, an estimated $1.45M.
  • iShares MSCI Intl Momentum Factor ETF made up 2.29% of RHS Financial's portfolio in Q2 2026, its #11 holding.
  • RHS Financial first reported a position in iShares MSCI Intl Momentum Factor ETF in Q4 2021 and has held it in 19 quarters since.
  • 235 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2026.

Based on RHS Financial's 13F filing for Q2 2026, filed 7 Aug 2026.