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Savvy Advisors Inc’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Savvy Advisors Inc’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 		$3.27M Buy
61,331
+350
+0.6% +$18.3K 0.07% 223
2026
Q1 		$2.93M Sell
60,981
-2,884
-5% -$145K 0.08% 192
2025
Q4 		$3.06M Sell
63,865
-67,084
-51% -$3.21M 0.1% 150
2025
Q3 		$6.27M Buy
+130,949
New +$6.06M 0.29% 66

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

Savvy Advisors Inc's IMTM Position: Q2 2026 in Review

Savvy Advisors Inc increased its iShares MSCI Intl Momentum Factor ETF (IMTM) stake by 0.57% in Q2 2026, buying an estimated $18.3K and bringing the position to 61,331 shares worth $3.27M. The position accounts for 0.07% of the portfolio, ranked #223.

Savvy Advisors Inc first reported a position in IMTM in Q3 2025 and has held it in 4 quarters since. The position peaked at $6.27M in Q3 2025. 235 funds tracked by Wall St. Rank hold IMTM as of Q2 2026.

  • Savvy Advisors Inc held 61,331 shares of iShares MSCI Intl Momentum Factor ETF worth $3.27M as of Q2 2026.
  • Savvy Advisors Inc bought 350 iShares MSCI Intl Momentum Factor ETF shares in Q2 2026, an estimated $18.3K.
  • iShares MSCI Intl Momentum Factor ETF made up 0.07% of Savvy Advisors Inc's portfolio in Q2 2026, its #223 holding.
  • Savvy Advisors Inc first reported a position in iShares MSCI Intl Momentum Factor ETF in Q3 2025 and has held it in 4 quarters since.
  • Savvy Advisors Inc's iShares MSCI Intl Momentum Factor ETF position peaked at $6.27M in Q3 2025.
  • 235 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.