Shore Point Advisors
IMTM icon

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
Q3 		$21.3M Buy
494,486
+11,201
+2% +$594K 6.75% 6
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 		$9.8M Buy
310,395
+19,770
+7% +$646K 7.07% 5
2023
Q2 		$9.6M 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 		$8.58M Buy
+225,732
New +$8.81M 7.14% 5

Other funds holding IMTM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Symmetry Partners
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Armbruster Capital Management
Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Straight Path Wealth Management
Straight Path Wealth Management Jenison, Michigan $449M AUM 10.17% 1-Year Est. Return
Financial Partners Group (Kansas)
Financial Partners Group (Kansas) Overland Park, Kansas $964M AUM 20.66% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
FCT
Family Capital Trust Peabody, Massachusetts $315M AUM 14.73% 1-Year Est. Return

Shore Point Advisors's IMTM Position: Q3 2026 in Review

Shore Point Advisors increased its iShares MSCI Intl Momentum Factor ETF (IMTM) stake by 2.3% in Q3 2026, buying an estimated $594K and bringing the position to 494,486 shares worth $21.3M. The position accounts for 6.75% of the portfolio, ranked #6.

Shore Point Advisors first reported a position in IMTM in Q4 2021 and has held it in 20 quarters since. 104 funds tracked by Wall St. Rank hold IMTM as of Q3 2026.

  • Shore Point Advisors held 494,486 shares of iShares MSCI Intl Momentum Factor ETF worth $21.3M as of Q3 2026.
  • Shore Point Advisors bought 11,201 iShares MSCI Intl Momentum Factor ETF shares in Q3 2026, an estimated $594K.
  • iShares MSCI Intl Momentum Factor ETF made up 6.75% of Shore Point Advisors's portfolio in Q3 2026, its #6 holding.
  • Shore Point Advisors first reported a position in iShares MSCI Intl Momentum Factor ETF in Q4 2021 and has held it in 20 quarters since.
  • 104 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q3 2026.

Based on Shore Point Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.