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Strategic Blueprint’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Strategic Blueprint’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 		$550K Sell
11,452
-1,186
-9% -$59.4K 0.03% 394
2025
Q4 		$606K Sell
12,638
-210
-2% -$10.1K 0.04% 373
2025
Q3 		$615K Sell
12,848
-317
-2% -$14.7K 0.03% 436
2025
Q2 		$602K Sell
13,165
-807
-6% -$34.5K 0.03% 406
2025
Q1 		$558K Buy
13,972
+609
+5% +$24.1K 0.03% 412
2024
Q4 		$500K Buy
13,363
+1,502
+13% +$58.6K 0.03% 404
2024
Q3 		$479K Buy
11,861
+5,333
+82% +$209K 0.03% 406
2024
Q2 		$253K Sell
6,528
-868
-12% -$33.5K 0.02% 534
2024
Q1 		$290K Hold
7,396
– – 0.02% 499
2023
Q4 		$254K Sell
7,396
-3,200
-30% -$104K 0.02% 499
2023
Q3 		$334K Buy
10,596
+2,036
+24% +$66.5K 0.03% 394
2023
Q2 		$284K Hold
8,560
– – 0.03% 436
2023
Q1 		$277K Buy
+8,560
New +$272K 0.03% 433

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 $59.6B 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 $1.75B AUM 15.4% 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 $431B AUM 30.22% 1-Year Est. Return