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Sweeney & Michel’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Sweeney & Michel’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 		$487K Buy
9,083
+287
+3% +$15K 0.13% 98
2026
Q1 		$457K Buy
8,796
+744
+9% +$37.3K 0.13% 97
2025
Q4 		$423K Buy
8,052
+2,791
+53% +$134K 0.12% 100
2025
Q3 		$247K Buy
5,261
+275
+6% +$12.7K 0.08% 117
2025
Q2 		$224K Buy
+4,986
New +$213K 0.08% 122

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

Sweeney & Michel's IMTM Position: Q2 2026 in Review

Sweeney & Michel increased its iShares MSCI Intl Momentum Factor ETF (IMTM) stake by 3.3% in Q2 2026, buying an estimated $15K and bringing the position to 9,083 shares worth $487K. The position accounts for 0.13% of the portfolio, ranked #98.

Sweeney & Michel first reported a position in IMTM in Q2 2025 and has held it in 5 quarters since. 235 funds tracked by Wall St. Rank hold IMTM as of Q2 2026.

  • Sweeney & Michel held 9,083 shares of iShares MSCI Intl Momentum Factor ETF worth $487K as of Q2 2026.
  • Sweeney & Michel bought 287 iShares MSCI Intl Momentum Factor ETF shares in Q2 2026, an estimated $15K.
  • iShares MSCI Intl Momentum Factor ETF made up 0.13% of Sweeney & Michel's portfolio in Q2 2026, its #98 holding.
  • Sweeney & Michel first reported a position in iShares MSCI Intl Momentum Factor ETF in Q2 2025 and has held it in 5 quarters since.
  • 235 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2026.

Based on Sweeney & Michel's 13F filing for Q2 2026, filed 11 Aug 2026.