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Steward Partners Investment Advisory’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Steward Partners Investment Advisory’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 		$22.3K Sell
418
-496
-54% -$25.9K ﹤0.01% 3373
2026
Q1 		$43.9K Buy
914
+14
+2% +$702 ﹤0.01% 2859
2025
Q4 		$43.2K Buy
900
+198
+28% +$9.48K ﹤0.01% 2750
2025
Q3 		$33.6K Sell
702
-186,608
-100% -$8.63M ﹤0.01% 2808
2025
Q2 		$8.56M Buy
187,310
+186,392
+20,304% +$7.97M 0.07% 287
2025
Q1 		$36.7K Buy
918
+84
+10% +$3.32K ﹤0.01% 2529
2024
Q4 		$31.2K Sell
834
-2,700
-76% -$105K ﹤0.01% 2577
2024
Q3 		$143K Sell
3,534
-300
-8% -$11.7K ﹤0.01% 1692
2024
Q2 		$148K Buy
3,834
+3,000
+360% +$116K ﹤0.01% 1589
2024
Q1 		$32.7K Sell
834
-44
-5% -$1.6K ﹤0.01% 2309
2023
Q4 		$30.1K Buy
+878
New +$28.5K ﹤0.01% 2203

Other funds holding IMTM

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
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Steward Partners Investment Advisory's IMTM Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its iShares MSCI Intl Momentum Factor ETF (IMTM) stake by 54% in Q2 2026, selling an estimated $25.9K and leaving 418 shares worth $22.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3373.

Steward Partners Investment Advisory first reported a position in IMTM in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.56M in Q2 2025. 236 funds tracked by Wall St. Rank hold IMTM as of Q2 2026.

  • Steward Partners Investment Advisory held 418 shares of iShares MSCI Intl Momentum Factor ETF worth $22.3K as of Q2 2026.
  • Steward Partners Investment Advisory sold 496 iShares MSCI Intl Momentum Factor ETF shares in Q2 2026, an estimated $25.9K.
  • iShares MSCI Intl Momentum Factor ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3373 holding.
  • Steward Partners Investment Advisory first reported a position in iShares MSCI Intl Momentum Factor ETF in Q4 2023 and has held it in 11 quarters since.
  • Steward Partners Investment Advisory's iShares MSCI Intl Momentum Factor ETF position peaked at $8.56M in Q2 2025.
  • 236 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.