Simplicity Wealth’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Simplicity Wealth’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	$1.07M	Sell	20,102 -18,244	-48%	-$952K	0.04%	401
2026 Q1	$1.84M	Buy	38,346 +103	+0.3%	+$5.16K	0.1%	191
2025 Q4	$1.83M	Buy	38,243 +704	+2%	+$33.7K	0.11%	186
2025 Q3	$1.8M	Buy	37,539 +18,316	+95%	+$847K	0.1%	201
2025 Q2	$878K	Buy	+19,223	New	+$822K	0.04%	353
2024 Q4	–	Sell	-34,150	Closed	-$1.38M	–	436
2024 Q3	$1.38M	Buy	34,150 +16,665	+95%	+$652K	0.13%	148
2024 Q2	$676K	Buy	17,485 +1,122	+7%	+$43.3K	0.02%	645
2024 Q1	$642K	Buy	+16,363	New	+$597K	0.02%	649

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

Simplicity Wealth's IMTM Position: Q2 2026 in Review

Simplicity Wealth reduced its iShares MSCI Intl Momentum Factor ETF (IMTM) stake by 48% in Q2 2026, selling an estimated $952K and leaving 20,102 shares worth $1.07M. The position accounts for 0.04% of the portfolio, ranked #401.

Simplicity Wealth first reported a position in IMTM in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.84M in Q1 2026. 236 funds tracked by Wall St. Rank hold IMTM as of Q2 2026.

Simplicity Wealth held 20,102 shares of iShares MSCI Intl Momentum Factor ETF worth $1.07M as of Q2 2026.
Simplicity Wealth sold 18,244 iShares MSCI Intl Momentum Factor ETF shares in Q2 2026, an estimated $952K.
iShares MSCI Intl Momentum Factor ETF made up 0.04% of Simplicity Wealth's portfolio in Q2 2026, its #401 holding.
Simplicity Wealth first reported a position in iShares MSCI Intl Momentum Factor ETF in Q1 2024 and has held it in 8 quarters since.
Simplicity Wealth's iShares MSCI Intl Momentum Factor ETF position peaked at $1.84M in Q1 2026.
236 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.