SW
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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
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
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.75B AUM 15.4% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return