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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
Q2 		$610K Sell
11,433
-19
-0.2% -$992 0.03% 414
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 $80.9B AUM 26.08% 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 $6.7B AUM 32.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Strategic Blueprint's IMTM Position: Q2 2026 in Review

Strategic Blueprint reduced its iShares MSCI Intl Momentum Factor ETF (IMTM) stake by 0.17% in Q2 2026, selling an estimated $992 and leaving 11,433 shares worth $610K. The position accounts for 0.03% of the portfolio, ranked #414.

Strategic Blueprint first reported a position in IMTM in Q1 2023 and has held it in 14 quarters since. The position peaked at $615K in Q3 2025. 235 funds tracked by Wall St. Rank hold IMTM as of Q2 2026.

  • Strategic Blueprint held 11,433 shares of iShares MSCI Intl Momentum Factor ETF worth $610K as of Q2 2026.
  • Strategic Blueprint sold 19 iShares MSCI Intl Momentum Factor ETF shares in Q2 2026, an estimated $992.
  • iShares MSCI Intl Momentum Factor ETF made up 0.03% of Strategic Blueprint's portfolio in Q2 2026, its #414 holding.
  • Strategic Blueprint first reported a position in iShares MSCI Intl Momentum Factor ETF in Q1 2023 and has held it in 14 quarters since.
  • Strategic Blueprint's iShares MSCI Intl Momentum Factor ETF position peaked at $615K in Q3 2025.
  • 235 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2026.

Based on Strategic Blueprint's 13F filing for Q2 2026, filed 23 Jul 2026.