Stratos Wealth Advisors’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Stratos Wealth Advisors’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	$3.71M	Buy	69,562 +2,031	+3%	+$106K	0.2%	109
2026 Q1	$3.24M	Buy	67,531 +5,780	+9%	+$290K	0.2%	110
2025 Q4	$2.96M	Buy	61,751 +2,123	+4%	+$102K	0.14%	157
2025 Q3	$2.86M	Buy	59,628 +4,331	+8%	+$200K	0.14%	157
2025 Q2	$2.53M	Buy	55,297 +27,194	+97%	+$1.16M	0.13%	160
2025 Q1	$1.12M	Buy	28,103 +14,034	+100%	+$555K	0.06%	283
2024 Q4	$526K	Sell	14,069 -5,471	-28%	-$214K	0.03%	456
2024 Q3	$789K	Buy	19,540 +12,739	+187%	+$498K	0.04%	401
2024 Q2	$263K	Buy	+6,801	New	+$263K	0.01%	602

Other funds holding IMTM

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Stratos Wealth Advisors's IMTM Position: Q2 2026 in Review

Stratos Wealth Advisors increased its iShares MSCI Intl Momentum Factor ETF (IMTM) stake by 3% in Q2 2026, buying an estimated $106K and bringing the position to 69,562 shares worth $3.71M. The position accounts for 0.2% of the portfolio, ranked #109.

Stratos Wealth Advisors first reported a position in IMTM in Q2 2024 and has held it in 9 quarters since. 236 funds tracked by Wall St. Rank hold IMTM as of Q2 2026.

Stratos Wealth Advisors held 69,562 shares of iShares MSCI Intl Momentum Factor ETF worth $3.71M as of Q2 2026.
Stratos Wealth Advisors bought 2,031 iShares MSCI Intl Momentum Factor ETF shares in Q2 2026, an estimated $106K.
iShares MSCI Intl Momentum Factor ETF made up 0.2% of Stratos Wealth Advisors's portfolio in Q2 2026, its #109 holding.
Stratos Wealth Advisors first reported a position in iShares MSCI Intl Momentum Factor ETF in Q2 2024 and has held it in 9 quarters since.
236 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2026.

Based on Stratos Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.