Straight Path Wealth Management
IMTM icon

Straight Path Wealth Management’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Straight Path Wealth Management’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
Q3 		$16.5M Buy
313,706
+14,967
+5% +$793K 3.68% 7
2026
Q2 		$15.9M Buy
298,739
+3,799
+1% +$198K 3.72% 7
2026
Q1 		$14.2M Buy
294,940
+12,212
+4% +$612K 3.78% 7
2025
Q4 		$13.6M Buy
282,728
+10,010
+4% +$479K 3.66% 7
2025
Q3 		$13.1M Buy
272,718
+15,492
+6% +$717K 3.52% 7
2025
Q2 		$11.8M Buy
257,226
+9,828
+4% +$420K 3.99% 6
2025
Q1 		$9.9M Buy
247,398
+12,657
+5% +$501K 4% 6
2024
Q4 		$8.78M Buy
234,741
+8,899
+4% +$347K 3.47% 6
2024
Q3 		$9.12M Buy
225,842
+8,449
+4% +$330K 3.93% 6
2024
Q2 		$8.41M Buy
217,393
+11,741
+6% +$453K 4.32% 5
2024
Q1 		$8.07M Buy
205,652
+3,087
+2% +$113K 4.53% 5
2023
Q4 		$6.95M Buy
202,565
+16,233
+9% +$528K 4.07% 5
2023
Q3 		$5.87M Buy
186,332
+6,852
+4% +$224K 3.98% 5
2023
Q2 		$5.96M Buy
179,480
+6,724
+4% +$222K 4.09% 5
2023
Q1 		$5.58M Buy
172,756
+10,042
+6% +$319K 4.44% 4
2022
Q4 		$5.02M Buy
162,714
+6,098
+4% +$181K 4.81% 4
2022
Q3 		$4.21M Buy
156,616
+13,988
+10% +$414K 3.78% 4
2022
Q2 		$4.27M Buy
142,628
+12,041
+9% +$390K 4.18% 2
2022
Q1 		$4.63M Buy
130,587
+14,045
+12% +$500K 3.92% 3
2021
Q4 		$4.43M Buy
+116,542
New +$4.55M 3.86% 2

Other funds holding IMTM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Armbruster Capital Management
Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return
Shore Point Advisors
Shore Point Advisors Brielle, New Jersey $315M AUM 12.9% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Financial Partners Group (Kansas)
Financial Partners Group (Kansas) Overland Park, Kansas $964M AUM 20.66% 1-Year Est. Return
FCT
Family Capital Trust Peabody, Massachusetts $315M AUM 14.73% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Atwood & Palmer
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Straight Path Wealth Management's IMTM Position: Q3 2026 in Review

Straight Path Wealth Management increased its iShares MSCI Intl Momentum Factor ETF (IMTM) stake by 5% in Q3 2026, buying an estimated $793K and bringing the position to 313,706 shares worth $16.5M. The position accounts for 3.68% of the portfolio, ranked #7.

Straight Path Wealth Management first reported a position in IMTM in Q4 2021 and has held it in 20 quarters since. 63 funds tracked by Wall St. Rank hold IMTM as of Q3 2026.

  • Straight Path Wealth Management held 313,706 shares of iShares MSCI Intl Momentum Factor ETF worth $16.5M as of Q3 2026.
  • Straight Path Wealth Management bought 14,967 iShares MSCI Intl Momentum Factor ETF shares in Q3 2026, an estimated $793K.
  • iShares MSCI Intl Momentum Factor ETF made up 3.68% of Straight Path Wealth Management's portfolio in Q3 2026, its #7 holding.
  • Straight Path Wealth Management first reported a position in iShares MSCI Intl Momentum Factor ETF in Q4 2021 and has held it in 20 quarters since.
  • 63 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q3 2026.

Based on Straight Path Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.