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Sequoia Financial Advisors’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Sequoia Financial Advisors’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 		$10.7M Sell
199,961
-1,132
-0.6% -$59.1K 0.05% 215
2026
Q1 		$9.66M Sell
201,093
-3,707
-2% -$186K 0.05% 211
2025
Q4 		$9.82M Sell
204,800
-19,273
-9% -$923K 0.05% 209
2025
Q3 		$10.7M Sell
224,073
-15,042
-6% -$696K 0.07% 189
2025
Q2 		$10.9M Sell
239,115
-112,536
-32% -$4.81M 0.07% 180
2025
Q1 		$14M Sell
351,651
-100,474
-22% -$3.98M 0.11% 161
2024
Q4 		$16.9M Buy
+452,125
New +$17.7M 0.16% 122

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

Sequoia Financial Advisors's IMTM Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its iShares MSCI Intl Momentum Factor ETF (IMTM) stake by 0.56% in Q2 2026, selling an estimated $59.1K and leaving 199,961 shares worth $10.7M. The position accounts for 0.05% of the portfolio, ranked #215.

Sequoia Financial Advisors first reported a position in IMTM in Q4 2024 and has held it in 7 quarters since. The position peaked at $16.9M in Q4 2024. 235 funds tracked by Wall St. Rank hold IMTM as of Q2 2026.

  • Sequoia Financial Advisors held 199,961 shares of iShares MSCI Intl Momentum Factor ETF worth $10.7M as of Q2 2026.
  • Sequoia Financial Advisors sold 1,132 iShares MSCI Intl Momentum Factor ETF shares in Q2 2026, an estimated $59.1K.
  • iShares MSCI Intl Momentum Factor ETF made up 0.05% of Sequoia Financial Advisors's portfolio in Q2 2026, its #215 holding.
  • Sequoia Financial Advisors first reported a position in iShares MSCI Intl Momentum Factor ETF in Q4 2024 and has held it in 7 quarters since.
  • Sequoia Financial Advisors's iShares MSCI Intl Momentum Factor ETF position peaked at $16.9M in Q4 2024.
  • 235 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.