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Sound Financial Strategies Group’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Sound Financial Strategies Group’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
Q4 		– Sell
-2,632
Closed -$82.9K – 72
2023
Q3 		$82.9K Sell
2,632
-134
-5% -$4.38K 0.07% 66
2023
Q2 		$91.8K Sell
2,766
-75
-3% -$2.47K 0.07% 62
2023
Q1 		$91.8K Sell
2,841
-279
-9% -$8.86K 0.06% 46
2022
Q4 		$96.2K Sell
3,120
-576
-16% -$17.1K 0.07% 55
2022
Q3 		$99K Buy
3,696
+267
+8% +$7.89K 0.15% 20
2022
Q2 		$103K Sell
3,429
-50
-1% -$1.62K 0.08% 35
2022
Q1 		$123K Sell
3,479
-32,725
-90% -$1.16M 0.07% 57
2021
Q4 		$1.38M Buy
36,204
+31,067
+605% +$1.21M 0.69% 19
2021
Q3 		$196K Sell
5,137
-3,060
-37% -$120K 0.1% 78
2021
Q2 		$317K Sell
8,197
-4,185
-34% -$164K 0.16% 77
2021
Q1 		$466K Buy
12,382
+5,031
+68% +$192K 0.24% 71
2020
Q4 		$277K Buy
+7,351
New +$260K 0.15% 72

Other funds holding IMTM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
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 $374B AUM 17.66% 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
AC
Adroit Compliance $479M AUM
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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Sound Financial Strategies Group's IMTM Position: Q4 2023 in Review

Sound Financial Strategies Group sold out of iShares MSCI Intl Momentum Factor ETF (IMTM) in Q4 2023, closing a stake of 2,632 shares — an estimated $82.9K sold.

Sound Financial Strategies Group first reported a position in IMTM in Q4 2020 and held it in 12 quarters. The position peaked at $1.38M in Q4 2021. 115 funds tracked by Wall St. Rank hold IMTM as of Q4 2023.

  • Sound Financial Strategies Group reported no remaining iShares MSCI Intl Momentum Factor ETF position as of Q4 2023 after selling out during the quarter.
  • Sound Financial Strategies Group sold 2,632 iShares MSCI Intl Momentum Factor ETF shares in Q4 2023, an estimated $82.9K.
  • Sound Financial Strategies Group first reported a position in iShares MSCI Intl Momentum Factor ETF in Q4 2020 and held it in 12 quarters.
  • Sound Financial Strategies Group's iShares MSCI Intl Momentum Factor ETF position peaked at $1.38M in Q4 2021.
  • 115 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q4 2023.

Based on Sound Financial Strategies Group's 13F filing for Q4 2023, filed 2 Feb 2024.