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

Seed 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 Q3	$389K	Sell	7,400 -2,500	-25%	-$133K	0.24%	54
2026 Q2	$528K	Hold	9,900	–	–	0.33%	48
2026 Q1	$475K	Hold	9,900	–	–	0.33%	48
2025 Q4	$475K	Hold	9,900	–	–	0.33%	48
2025 Q3	$474K	Hold	9,900	–	–	0.33%	54
2025 Q2	$452K	Hold	9,900	–	–	0.34%	74
2025 Q1	$395K	Hold	9,900	–	–	0.32%	82
2024 Q4	$370K	Hold	9,900	–	–	0.3%	85
2024 Q3	$400K	Hold	9,900	–	–	0.32%	81
2024 Q2	$383K	Buy	9,900 +2,500	+34%	+$96.5K	0.33%	77
2024 Q1	$287K	Hold	7,400	–	–	0.27%	94
2023 Q4	$251K	Hold	7,400	–	–	0.25%	107
2023 Q3	$233K	Hold	7,400	–	–	0.26%	107
2023 Q2	$246K	Hold	7,400	–	–	0.26%	105
2023 Q1	$239K	Hold	7,400	–	–	0.27%	104
2022 Q4	$228K	Buy	+7,400	New	+$220K	0.26%	102

Other funds holding IMTM

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return

Shore Point Advisors Brielle, New Jersey $315M AUM 12.9% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Financial Partners Group (Kansas) Overland Park, Kansas $964M AUM 20.66% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

Seed Wealth Management's IMTM Position: Q3 2026 in Review

Seed Wealth Management reduced its iShares MSCI Intl Momentum Factor ETF (IMTM) stake by 25% in Q3 2026, selling an estimated $133K and leaving 7,400 shares worth $389K. The position accounts for 0.24% of the portfolio, ranked #54.

Seed Wealth Management first reported a position in IMTM in Q4 2022 and has held it in 16 quarters since. The position peaked at $528K in Q2 2026. 55 funds tracked by Wall St. Rank hold IMTM as of Q3 2026.

Seed Wealth Management held 7,400 shares of iShares MSCI Intl Momentum Factor ETF worth $389K as of Q3 2026.
Seed Wealth Management sold 2,500 iShares MSCI Intl Momentum Factor ETF shares in Q3 2026, an estimated $133K.
iShares MSCI Intl Momentum Factor ETF made up 0.24% of Seed Wealth Management's portfolio in Q3 2026, its #54 holding.
Seed Wealth Management first reported a position in iShares MSCI Intl Momentum Factor ETF in Q4 2022 and has held it in 16 quarters since.
Seed Wealth Management's iShares MSCI Intl Momentum Factor ETF position peaked at $528K in Q2 2026.
55 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q3 2026.

Based on Seed Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.