Smartleaf Asset Management’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Smartleaf Asset 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
2026 Q2	$153K	Hold	2,903	–	–	0.01%	953
2026 Q1	$134K	Hold	2,903	–	–	﹤0.01%	974
2025 Q4	$140K	Buy	2,903 +1	+0%	+$48	0.01%	1003
2025 Q3	$138K	Sell	2,902 -25	-0.9%	-$1.16K	0.01%	890
2025 Q2	$133K	Buy	2,927 +2,018	+222%	+$86.3K	0.01%	751
2025 Q1	$36.4K	Buy	+909	New	+$36K	﹤0.01%	1312
2024 Q3	–	Sell	-51,289	Closed	-$1.98M	–	2946
2024 Q2	$1.98M	Sell	51,289 -10,443	-17%	-$403K	0.32%	67
2024 Q1	$2.43M	Buy	61,732 +32,622	+112%	+$1.19M	0.47%	44
2023 Q4	$997K	Buy	+29,110	New	+$946K	0.27%	90

Other funds holding IMTM

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

Smartleaf Asset Management's IMTM Position: Q2 2026 in Review

Smartleaf Asset Management held its iShares MSCI Intl Momentum Factor ETF (IMTM) position steady in Q2 2026 at 2,903 shares worth $153K. The position accounts for 0.01% of the portfolio, ranked #953.

Smartleaf Asset Management first reported a position in IMTM in Q4 2023 and has held it in 9 quarters since. The position peaked at $2.43M in Q1 2024. 236 funds tracked by Wall St. Rank hold IMTM as of Q2 2026.

Smartleaf Asset Management held 2,903 shares of iShares MSCI Intl Momentum Factor ETF worth $153K as of Q2 2026.
Smartleaf Asset Management left its iShares MSCI Intl Momentum Factor ETF share count unchanged in Q2 2026.
iShares MSCI Intl Momentum Factor ETF made up 0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #953 holding.
Smartleaf Asset Management first reported a position in iShares MSCI Intl Momentum Factor ETF in Q4 2023 and has held it in 9 quarters since.
Smartleaf Asset Management's iShares MSCI Intl Momentum Factor ETF position peaked at $2.43M in Q1 2024.
236 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.