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 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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Seed Wealth Management's IMTM Position: Q2 2026 in Review

Seed Wealth Management held its iShares MSCI Intl Momentum Factor ETF (IMTM) position steady in Q2 2026 at 9,900 shares worth $528K. The position accounts for 0.33% of the portfolio, ranked #48.

Seed Wealth Management first reported a position in IMTM in Q4 2022 and has held it in 15 quarters since. 236 funds tracked by Wall St. Rank hold IMTM as of Q2 2026.

Seed Wealth Management held 9,900 shares of iShares MSCI Intl Momentum Factor ETF worth $528K as of Q2 2026.
Seed Wealth Management left its iShares MSCI Intl Momentum Factor ETF share count unchanged in Q2 2026.
iShares MSCI Intl Momentum Factor ETF made up 0.33% of Seed Wealth Management's portfolio in Q2 2026, its #48 holding.
Seed Wealth Management first reported a position in iShares MSCI Intl Momentum Factor ETF in Q4 2022 and has held it in 15 quarters since.
236 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2026.

Based on Seed Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.