Sunbelt Securities’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Sunbelt Securities’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	$5.04K	Hold	105	–	–	﹤0.01%	1682
2025 Q4	$5.04K	Hold	105	–	–	﹤0.01%	1646
2025 Q3	$5.03K	Sell	105 -224	-68%	-$10.4K	﹤0.01%	1631
2025 Q2	$12.3K	Buy	+329	New	+$14.1K	﹤0.01%	1262
2025 Q1	–	Sell	-329	Closed	-$13K	–	1853
2024 Q4	$12.3K	Hold	329	–	–	﹤0.01%	1264
2024 Q3	$13.3K	Sell	329 -65	-16%	-$2.54K	﹤0.01%	1242
2024 Q2	$15.2K	Hold	394	–	–	﹤0.01%	1173
2024 Q1	$15.5K	Hold	394	–	–	﹤0.01%	1143
2023 Q4	$13.5K	Hold	394	–	–	﹤0.01%	1112
2023 Q3	$12.4K	Hold	394	–	–	﹤0.01%	1105
2023 Q2	$13.1K	Sell	394 -35	-8%	-$1.15K	﹤0.01%	1117
2023 Q1	$13.8K	Buy	+429	New	+$13.6K	﹤0.01%	1041

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

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

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

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

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

Sunbelt Securities's IMTM Position: Q1 2026 in Review

Sunbelt Securities held its iShares MSCI Intl Momentum Factor ETF (IMTM) position steady in Q1 2026 at 105 shares worth $5.04K. The position accounts for ﹤0.01% of the portfolio, ranked #1682.

Sunbelt Securities first reported a position in IMTM in Q1 2023 and has held it in 12 quarters since. The position peaked at $15.5K in Q1 2024. 232 funds tracked by Wall St. Rank hold IMTM as of Q1 2026.

Sunbelt Securities held 105 shares of iShares MSCI Intl Momentum Factor ETF worth $5.04K as of Q1 2026.
Sunbelt Securities left its iShares MSCI Intl Momentum Factor ETF share count unchanged in Q1 2026.
iShares MSCI Intl Momentum Factor ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1682 holding.
Sunbelt Securities first reported a position in iShares MSCI Intl Momentum Factor ETF in Q1 2023 and has held it in 12 quarters since.
Sunbelt Securities's iShares MSCI Intl Momentum Factor ETF position peaked at $15.5K in Q1 2024.
232 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.