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Shore Point Advisors’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Shore Point 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 		$20.8M Buy
483,285
+29,983
+7% +$1.57M 7.12% 5
2026
Q1 		$17.7M Sell
453,302
-1,430
-0.3% -$71.7K 7.01% 5
2025
Q4 		$17.6M Buy
454,732
+98,698
+28% +$4.73M 7.45% 3
2025
Q3 		$17M Buy
356,034
+186
+0.1% +$8.61K 7.54% 4
2025
Q2 		$16.3M Buy
355,848
+3,757
+1% +$161K 7.81% 4
2025
Q1 		$14.1M Sell
352,091
-1,790
-0.5% -$70.8K 7.44% 4
2024
Q4 		$13.2M Buy
353,881
+14,756
+4% +$576K 7.12% 5
2024
Q3 		$13.7M Buy
339,125
+982
+0.3% +$38.4K 7.33% 5
2024
Q2 		$13.1M Buy
338,143
+8,660
+3% +$334K 7.43% 5
2024
Q1 		$12.9M Buy
329,483
+23,395
+8% +$853K 7.38% 5
2023
Q4 		$10.5M Sell
306,088
-4,307
-1% -$140K 6.5% 5
2023
Q3 		$9.77M Buy
310,395
+19,770
+7% +$646K 7.07% 5
2023
Q2 		$9.65M Buy
290,625
+13,439
+5% +$443K 6.88% 5
2023
Q1 		$8.96M Buy
277,186
+14,630
+6% +$465K 6.79% 5
2022
Q4 		$8.09M Sell
262,556
-18,828
-7% -$559K 6.66% 6
2022
Q3 		$7.56M Buy
281,384
+12,859
+5% +$380K 7.37% 5
2022
Q2 		$8.04M Buy
268,525
+25,595
+11% +$830K 7.51% 5
2022
Q1 		$8.61M Buy
242,930
+17,198
+8% +$612K 7.48% 5
2021
Q4 		$8.59M Buy
+225,732
New +$8.81M 7.14% 5

Other funds holding IMTM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $982M AUM 21.85% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
SPWM
Straight Path Wealth Management Jenison, Michigan $428M AUM 26.3% 1-Year Est. Return
FCT
Family Capital Trust Peabody, Massachusetts $307M AUM 13.97% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Shore Point Advisors's IMTM Position: Q2 2026 in Review

Shore Point Advisors increased its iShares MSCI Intl Momentum Factor ETF (IMTM) stake by 6.6% in Q2 2026, buying an estimated $1.57M and bringing the position to 483,285 shares worth $20.8M. The position accounts for 7.12% of the portfolio, ranked #5.

Shore Point Advisors first reported a position in IMTM in Q4 2021 and has held it in 19 quarters since. 101 funds tracked by Wall St. Rank hold IMTM as of Q2 2026.

  • Shore Point Advisors held 483,285 shares of iShares MSCI Intl Momentum Factor ETF worth $20.8M as of Q2 2026.
  • Shore Point Advisors bought 29,983 iShares MSCI Intl Momentum Factor ETF shares in Q2 2026, an estimated $1.57M.
  • iShares MSCI Intl Momentum Factor ETF made up 7.12% of Shore Point Advisors's portfolio in Q2 2026, its #5 holding.
  • Shore Point Advisors first reported a position in iShares MSCI Intl Momentum Factor ETF in Q4 2021 and has held it in 19 quarters since.
  • 101 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2026.

Based on Shore Point Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.