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Sowell Financial Services’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Sowell Financial Services’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
2024
Q2 		– Sell
-11,023
Closed -$432K – 543
2024
Q1 		$432K Buy
+11,023
New +$402K 0.02% 473
2021
Q2 		– Sell
-3,010
Closed -$118K – 1568
2021
Q1 		$118K Buy
3,010
+16
+0.5% +$610 ﹤0.01% 1294
2020
Q4 		$113K Sell
2,994
-32,416
-92% -$1.14M ﹤0.01% 1107
2020
Q3 		$1.2M Buy
+35,410
New +$1.19M 0.06% 258

Other funds holding IMTM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

Sowell Financial Services's IMTM Position: Q2 2024 in Review

Sowell Financial Services sold out of iShares MSCI Intl Momentum Factor ETF (IMTM) in Q2 2024, closing a stake of 11,023 shares — an estimated $432K sold.

Sowell Financial Services first reported a position in IMTM in Q3 2020 and held it in 4 quarters. The position peaked at $1.2M in Q3 2020. 154 funds tracked by Wall St. Rank hold IMTM as of Q2 2024.

  • Sowell Financial Services reported no remaining iShares MSCI Intl Momentum Factor ETF position as of Q2 2024 after selling out during the quarter.
  • Sowell Financial Services sold 11,023 iShares MSCI Intl Momentum Factor ETF shares in Q2 2024, an estimated $432K.
  • Sowell Financial Services first reported a position in iShares MSCI Intl Momentum Factor ETF in Q3 2020 and held it in 4 quarters.
  • Sowell Financial Services's iShares MSCI Intl Momentum Factor ETF position peaked at $1.2M in Q3 2020.
  • 154 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2024.

Based on Sowell Financial Services's 13F filing for Q2 2024, filed 13 Aug 2024.