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

Surevest’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
2020
Q1 		– Sell
-102,170
Closed -$3.19M – 119
2019
Q4 		$3.19M Sell
102,170
-5,551
-5% -$167K 1.36% 11
2019
Q3 		$3.17M Buy
107,721
+3,548
+3% +$104K 1.56% 12
2019
Q2 		$3.09M Buy
104,173
+8,714
+9% +$252K 1.61% 12
2019
Q1 		$2.73M Buy
95,459
+5,155
+6% +$142K 1.68% 15
2018
Q4 		$2.31M Buy
+90,304
New +$2.48M 1.83% 15

Other funds holding IMTM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
ACA
Ackerman Capital Advisors Dallas, Texas $488M AUM 14.36% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Surevest's IMTM Position: Q1 2020 in Review

Surevest sold out of iShares MSCI Intl Momentum Factor ETF (IMTM) in Q1 2020, closing a stake of 102,170 shares — an estimated $3.19M sold.

Surevest first reported a position in IMTM in Q4 2018 and held it in 5 quarters. The position peaked at $3.19M in Q4 2019. 52 funds tracked by Wall St. Rank hold IMTM as of Q1 2020.

  • Surevest reported no remaining iShares MSCI Intl Momentum Factor ETF position as of Q1 2020 after selling out during the quarter.
  • Surevest sold 102,170 iShares MSCI Intl Momentum Factor ETF shares in Q1 2020, an estimated $3.19M.
  • Surevest first reported a position in iShares MSCI Intl Momentum Factor ETF in Q4 2018 and held it in 5 quarters.
  • Surevest's iShares MSCI Intl Momentum Factor ETF position peaked at $3.19M in Q4 2019.
  • 52 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q1 2020.

Based on Surevest's 13F filing for Q1 2020, filed 16 Apr 2020.