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

Root Financial Partners’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
Q3 		$29.4K Buy
+559
New +$29.6K ﹤0.01% 1354
2026
Q2 		– Sell
-508
Closed -$24.4K – 1751
2026
Q1 		$24.4K Hold
508
– – ﹤0.01% 1210
2025
Q4 		$24.4K Hold
508
– – ﹤0.01% 1078
2025
Q3 		$24.3K Buy
+508
New +$23.5K ﹤0.01% 1016

Other funds holding IMTM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Ritholtz Wealth Management
Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Symmetry Partners
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Great Valley Advisor Group
Great Valley Advisor Group Wilmington, Delaware $6.91B AUM 16.83% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Root Financial Partners's IMTM Position: Q3 2026 in Review

Root Financial Partners opened a new position in iShares MSCI Intl Momentum Factor ETF (IMTM) in Q3 2026: 559 shares worth $29.4K. The stake represents ﹤0.01% of the portfolio and ranks #1354 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in IMTM as recently as Q1 2026.

Root Financial Partners first reported a position in IMTM in Q3 2025 and has held it in 4 quarters since. 217 funds tracked by Wall St. Rank hold IMTM as of Q3 2026.

  • Root Financial Partners held 559 shares of iShares MSCI Intl Momentum Factor ETF worth $29.4K as of Q3 2026.
  • iShares MSCI Intl Momentum Factor ETF was a new Root Financial Partners position in Q3 2026.
  • iShares MSCI Intl Momentum Factor ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1354 holding.
  • Root Financial Partners first reported a position in iShares MSCI Intl Momentum Factor ETF in Q3 2025 and has held it in 4 quarters since.
  • 217 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.