SHWM
IMTM icon

Silicon Hills Wealth Management’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Silicon Hills 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
2023
Q1 		– Sell
-16,127
Closed -$497K – 95
2022
Q4 		$497K Buy
16,127
+10
+0.1% +$297 0.37% 58
2022
Q3 		$433K Buy
16,117
+210
+1% +$6.21K 0.34% 60
2022
Q2 		$476K Sell
15,907
-5,555
-26% -$180K 0.35% 58
2022
Q1 		$761K Buy
+21,462
New +$764K 0.49% 48

Other funds holding IMTM

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 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
ACA
Atlas Capital Advisors Jackson, Wyoming $875M AUM
1WM
1900 Wealth Management San Antonio, Texas $1.8B AUM 19.39% 1-Year Est. Return

Silicon Hills Wealth Management's IMTM Position: Q1 2023 in Review

Silicon Hills Wealth Management sold out of iShares MSCI Intl Momentum Factor ETF (IMTM) in Q1 2023, closing a stake of 16,127 shares — an estimated $497K sold.

Silicon Hills Wealth Management first reported a position in IMTM in Q1 2022 and held it in 4 quarters. The position peaked at $761K in Q1 2022. 100 funds tracked by Wall St. Rank hold IMTM as of Q1 2023.

  • Silicon Hills Wealth Management reported no remaining iShares MSCI Intl Momentum Factor ETF position as of Q1 2023 after selling out during the quarter.
  • Silicon Hills Wealth Management sold 16,127 iShares MSCI Intl Momentum Factor ETF shares in Q1 2023, an estimated $497K.
  • Silicon Hills Wealth Management first reported a position in iShares MSCI Intl Momentum Factor ETF in Q1 2022 and held it in 4 quarters.
  • Silicon Hills Wealth Management's iShares MSCI Intl Momentum Factor ETF position peaked at $761K in Q1 2022.
  • 100 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q1 2023.

Based on Silicon Hills Wealth Management's 13F filing for Q1 2023, filed 15 May 2023.