Solano Wealth Investment Advisors’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Solano Wealth Investment 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 Q2	$11.2M	Buy	209,765 +581	+0.3%	+$30.3K	5.09%	10
2026 Q1	$10M	Buy	209,184 +7,883	+4%	+$395K	5.01%	10
2025 Q4	$9.66M	Buy	201,301 +4,630	+2%	+$222K	4.79%	10
2025 Q3	$9.42M	Buy	196,671 +13,813	+8%	+$639K	4.54%	10
2025 Q2	$8.35M	Buy	+182,858	New	+$7.82M	4.29%	13

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

Solano Wealth Investment Advisors's IMTM Position: Q2 2026 in Review

Solano Wealth Investment Advisors increased its iShares MSCI Intl Momentum Factor ETF (IMTM) stake by 0.28% in Q2 2026, buying an estimated $30.3K and bringing the position to 209,765 shares worth $11.2M. The position accounts for 5.09% of the portfolio, ranked #10.

Solano Wealth Investment Advisors first reported a position in IMTM in Q2 2025 and has held it in 5 quarters since. 235 funds tracked by Wall St. Rank hold IMTM as of Q2 2026.

Solano Wealth Investment Advisors held 209,765 shares of iShares MSCI Intl Momentum Factor ETF worth $11.2M as of Q2 2026.
Solano Wealth Investment Advisors bought 581 iShares MSCI Intl Momentum Factor ETF shares in Q2 2026, an estimated $30.3K.
iShares MSCI Intl Momentum Factor ETF made up 5.09% of Solano Wealth Investment Advisors's portfolio in Q2 2026, its #10 holding.
Solano Wealth Investment Advisors first reported a position in iShares MSCI Intl Momentum Factor ETF in Q2 2025 and has held it in 5 quarters since.
235 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2026.

Based on Solano Wealth Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.