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Rothschild Investment LLC’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Rothschild Investment LLC’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 		$35.8K Hold
671
– – ﹤0.01% 1333
2026
Q1 		$32.2K Hold
671
– – ﹤0.01% 1248
2025
Q4 		$32.2K Buy
+671
New +$32.1K ﹤0.01% 1157

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

Rothschild Investment LLC's IMTM Position: Q2 2026 in Review

Rothschild Investment LLC held its iShares MSCI Intl Momentum Factor ETF (IMTM) position steady in Q2 2026 at 671 shares worth $35.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1333.

Rothschild Investment LLC first reported a position in IMTM in Q4 2025 and has held it in 3 quarters since. 236 funds tracked by Wall St. Rank hold IMTM as of Q2 2026.

  • Rothschild Investment LLC held 671 shares of iShares MSCI Intl Momentum Factor ETF worth $35.8K as of Q2 2026.
  • Rothschild Investment LLC left its iShares MSCI Intl Momentum Factor ETF share count unchanged in Q2 2026.
  • iShares MSCI Intl Momentum Factor ETF made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1333 holding.
  • Rothschild Investment LLC first reported a position in iShares MSCI Intl Momentum Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • 236 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.