SS
IMTM icon

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

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RWM
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Northwestern Mutual Wealth Management
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SP
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Charles Schwab
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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