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

Ritholtz Wealth Management’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
Q1 		$82.7M Buy
1,722,729
+129,644
+8% +$6.5M 1.44% 14
2025
Q4 		$76.4M Buy
1,593,085
+55,900
+4% +$2.68M 1.39% 16
2025
Q3 		$73.6M Buy
1,537,185
+68,074
+5% +$3.15M 1.43% 16
2025
Q2 		$67.1M Buy
1,469,111
+270,053
+23% +$11.5M 1.48% 15
2025
Q1 		$47.9M Buy
1,199,058
+291,685
+32% +$11.5M 1.43% 14
2024
Q4 		$33.9M Buy
907,373
+39,341
+5% +$1.54M 1% 17
2024
Q3 		$35.1M Buy
868,032
+27,150
+3% +$1.06M 1.06% 16
2024
Q2 		$32.5M Buy
840,882
+852
+0.1% +$32.9K 1.07% 17
2024
Q1 		$33M Buy
840,030
+6,044
+0.7% +$220K 1.14% 16
2023
Q4 		$28.6M Buy
833,986
+23,009
+3% +$748K 1.11% 17
2023
Q3 		$25.5M Buy
810,977
+37,089
+5% +$1.21M 1.15% 16
2023
Q2 		$25.7M Buy
773,888
+39,504
+5% +$1.3M 1.16% 15
2023
Q1 		$23.7M Buy
734,384
+19,641
+3% +$624K 1.18% 16
2022
Q4 		$22M Sell
714,743
-73,968
-9% -$2.2M 1.23% 16
2022
Q3 		$21.2M Buy
788,711
+178,859
+29% +$5.29M 1.12% 14
2022
Q2 		$18.3M Buy
609,852
+33,244
+6% +$1.08M 1.15% 13
2022
Q1 		$20.4M Buy
576,608
+52,523
+10% +$1.87M 1.38% 13
2021
Q4 		$19.9M Buy
524,085
+5,445
+1% +$213K 1.24% 16
2021
Q3 		$19.8M Buy
+518,640
New +$20.4M 1.37% 14

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.75B AUM 15.4% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

Ritholtz Wealth Management's IMTM Position: Q1 2026 in Review

Ritholtz Wealth Management increased its iShares MSCI Intl Momentum Factor ETF (IMTM) stake by 8.1% in Q1 2026, buying an estimated $6.5M and bringing the position to 1,722,729 shares worth $82.7M. The position accounts for 1.44% of the portfolio, ranked #14.

Ritholtz Wealth Management first reported a position in IMTM in Q3 2021 and has held it in 19 quarters since. 231 funds tracked by Wall St. Rank hold IMTM as of Q1 2026.

  • Ritholtz Wealth Management held 1,722,729 shares of iShares MSCI Intl Momentum Factor ETF worth $82.7M as of Q1 2026.
  • Ritholtz Wealth Management bought 129,644 iShares MSCI Intl Momentum Factor ETF shares in Q1 2026, an estimated $6.5M.
  • iShares MSCI Intl Momentum Factor ETF made up 1.44% of Ritholtz Wealth Management's portfolio in Q1 2026, its #14 holding.
  • Ritholtz Wealth Management first reported a position in iShares MSCI Intl Momentum Factor ETF in Q3 2021 and has held it in 19 quarters since.
  • 231 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.