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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
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 		$9.88M 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

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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 $5.76B AUM 24.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Straight Path Wealth Management's IMTM Position: Q1 2026 in Review

Straight Path Wealth Management increased its iShares MSCI Intl Momentum Factor ETF (IMTM) stake by 4.3% in Q1 2026, buying an estimated $612K and bringing the position to 294,940 shares worth $14.2M. The position accounts for 3.78% of the portfolio, ranked #7.

Straight Path Wealth Management first reported a position in IMTM in Q4 2021 and has held it in 18 quarters since. 231 funds tracked by Wall St. Rank hold IMTM as of Q1 2026.

  • Straight Path Wealth Management held 294,940 shares of iShares MSCI Intl Momentum Factor ETF worth $14.2M as of Q1 2026.
  • Straight Path Wealth Management bought 12,212 iShares MSCI Intl Momentum Factor ETF shares in Q1 2026, an estimated $612K.
  • iShares MSCI Intl Momentum Factor ETF made up 3.78% of Straight Path Wealth Management's portfolio in Q1 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 18 quarters since.
  • 231 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q1 2026.

Based on Straight Path Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.