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

Stifel Financial’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	$2.6M	Buy	48,668 +9,259	+23%	+$483K	﹤0.01%	1889
2026 Q1	$1.89M	Buy	39,409 +3,552	+10%	+$178K	﹤0.01%	2001
2025 Q4	$1.72M	Buy	35,857 +16,103	+82%	+$771K	﹤0.01%	2038
2025 Q3	$946K	Buy	19,754 +8,444	+75%	+$391K	﹤0.01%	2424
2025 Q2	$517K	Buy	11,310 +2,187	+24%	+$93.5K	﹤0.01%	2756
2025 Q1	$364K	Sell	9,123 -363	-4%	-$14.4K	﹤0.01%	2877
2024 Q4	$355K	Buy	9,486 +1,244	+15%	+$48.6K	﹤0.01%	2884
2024 Q3	$333K	Buy	8,242 +323	+4%	+$12.6K	﹤0.01%	2904
2024 Q2	$306K	Buy	+7,919	New	+$306K	﹤0.01%	2909

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

Stifel Financial's IMTM Position: Q2 2026 in Review

Stifel Financial increased its iShares MSCI Intl Momentum Factor ETF (IMTM) stake by 23% in Q2 2026, buying an estimated $483K and bringing the position to 48,668 shares worth $2.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1889.

Stifel Financial first reported a position in IMTM in Q2 2024 and has held it in 9 quarters since. 235 funds tracked by Wall St. Rank hold IMTM as of Q2 2026.

Stifel Financial held 48,668 shares of iShares MSCI Intl Momentum Factor ETF worth $2.6M as of Q2 2026.
Stifel Financial bought 9,259 iShares MSCI Intl Momentum Factor ETF shares in Q2 2026, an estimated $483K.
iShares MSCI Intl Momentum Factor ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #1889 holding.
Stifel Financial first reported a position in iShares MSCI Intl Momentum Factor ETF in Q2 2024 and has held it in 9 quarters since.
235 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.