RWMH
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Riverpoint Wealth Management Holdings’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Riverpoint Wealth Management Holdings’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
2021
Q3 		– Sell
-72,960
Closed -$2.82M – 67
2021
Q2 		$2.82M Buy
72,960
+488
+0.7% +$19.1K 0.78% 21
2021
Q1 		$2.73M Buy
72,472
+25,834
+55% +$985K 0.82% 21
2020
Q4 		$1.76M Buy
+46,638
New +$1.65M 0.55% 26

Other funds holding IMTM

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
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.56B AUM 14.13% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
ACA
Atlas Capital Advisors Jackson, Wyoming $875M AUM
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

Riverpoint Wealth Management Holdings's IMTM Position: Q3 2021 in Review

Riverpoint Wealth Management Holdings sold out of iShares MSCI Intl Momentum Factor ETF (IMTM) in Q3 2021, closing a stake of 72,960 shares — an estimated $2.82M sold.

Riverpoint Wealth Management Holdings first reported a position in IMTM in Q4 2020 and held it in 3 quarters. The position peaked at $2.82M in Q2 2021. 94 funds tracked by Wall St. Rank hold IMTM as of Q3 2021.

  • Riverpoint Wealth Management Holdings reported no remaining iShares MSCI Intl Momentum Factor ETF position as of Q3 2021 after selling out during the quarter.
  • Riverpoint Wealth Management Holdings sold 72,960 iShares MSCI Intl Momentum Factor ETF shares in Q3 2021, an estimated $2.82M.
  • Riverpoint Wealth Management Holdings first reported a position in iShares MSCI Intl Momentum Factor ETF in Q4 2020 and held it in 3 quarters.
  • Riverpoint Wealth Management Holdings's iShares MSCI Intl Momentum Factor ETF position peaked at $2.82M in Q2 2021.
  • 94 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q3 2021.

Based on Riverpoint Wealth Management Holdings's 13F filing for Q3 2021, filed 5 Nov 2021.