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 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

Mercer Global Advisors

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.75B AUM 15.4% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return