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

Steward Financial 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 Q3	$526K	Buy	+16,716	New	+$546K	0.17%	31

Other funds holding IMTM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

KFAA

Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

ACM

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

Steward Financial Group's IMTM Position: Q3 2023 in Review

Steward Financial Group opened a new position in iShares MSCI Intl Momentum Factor ETF (IMTM) in Q3 2023: 16,716 shares worth $526K. The stake represents 0.17% of the portfolio and ranks #31 among its holdings.

103 funds tracked by Wall St. Rank hold IMTM as of Q3 2023.

Steward Financial Group held 16,716 shares of iShares MSCI Intl Momentum Factor ETF worth $526K as of Q3 2023.
iShares MSCI Intl Momentum Factor ETF was a new Steward Financial Group position in Q3 2023.
iShares MSCI Intl Momentum Factor ETF made up 0.17% of Steward Financial Group's portfolio in Q3 2023, its #31 holding.
103 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.