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Summit Trail Advisors’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Summit Trail 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 		$488K Buy
9,154
+2,349
+35% +$123K 0.01% 1223
2026
Q1 		$327K Buy
+6,805
New +$341K ﹤0.01% 1283

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

Summit Trail Advisors's IMTM Position: Q2 2026 in Review

Summit Trail Advisors increased its iShares MSCI Intl Momentum Factor ETF (IMTM) stake by 35% in Q2 2026, buying an estimated $123K and bringing the position to 9,154 shares worth $488K. The position accounts for 0.01% of the portfolio, ranked #1223.

Summit Trail Advisors first reported a position in IMTM in Q1 2026 and has held it in 2 quarters since. 236 funds tracked by Wall St. Rank hold IMTM as of Q2 2026.

  • Summit Trail Advisors held 9,154 shares of iShares MSCI Intl Momentum Factor ETF worth $488K as of Q2 2026.
  • Summit Trail Advisors bought 2,349 iShares MSCI Intl Momentum Factor ETF shares in Q2 2026, an estimated $123K.
  • iShares MSCI Intl Momentum Factor ETF made up 0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #1223 holding.
  • Summit Trail Advisors first reported a position in iShares MSCI Intl Momentum Factor ETF in Q1 2026 and has held it in 2 quarters since.
  • 236 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2026.

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