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Stone Summit Wealth’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Stone Summit Wealth’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
2022
Q3 		– Sell
-10,419
Closed -$312K – 127
2022
Q2 		$312K Buy
10,419
+87
+0.8% +$2.82K 0.19% 104
2022
Q1 		$369K Buy
10,332
+1,611
+18% +$57.3K 0.21% 100
2021
Q4 		$331K Buy
+8,721
New +$340K 0.27% 92

Other funds holding IMTM

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
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 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
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.56B AUM 14.13% 1-Year Est. Return
ACA
Atlas Capital Advisors Jackson, Wyoming $875M AUM

Stone Summit Wealth's IMTM Position: Q3 2022 in Review

Stone Summit Wealth sold out of iShares MSCI Intl Momentum Factor ETF (IMTM) in Q3 2022, closing a stake of 10,419 shares — an estimated $312K sold.

Stone Summit Wealth first reported a position in IMTM in Q4 2021 and held it in 3 quarters. The position peaked at $369K in Q1 2022. 97 funds tracked by Wall St. Rank hold IMTM as of Q3 2022.

  • Stone Summit Wealth reported no remaining iShares MSCI Intl Momentum Factor ETF position as of Q3 2022 after selling out during the quarter.
  • Stone Summit Wealth sold 10,419 iShares MSCI Intl Momentum Factor ETF shares in Q3 2022, an estimated $312K.
  • Stone Summit Wealth first reported a position in iShares MSCI Intl Momentum Factor ETF in Q4 2021 and held it in 3 quarters.
  • Stone Summit Wealth's iShares MSCI Intl Momentum Factor ETF position peaked at $369K in Q1 2022.
  • 97 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q3 2022.

Based on Stone Summit Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.