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 Q3	$536K	Buy	10,183 +1,100	+12%	+$58.3K	0.14%	95
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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return

SPA

Shore Point Advisors Brielle, New Jersey $315M AUM 12.9% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Financial Partners Group (Kansas) Overland Park, Kansas $964M AUM 20.66% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Sweeney & Michel's IMTM Position: Q3 2026 in Review

Sweeney & Michel increased its iShares MSCI Intl Momentum Factor ETF (IMTM) stake by 12% in Q3 2026, buying an estimated $58.3K and bringing the position to 10,183 shares worth $536K. The position accounts for 0.14% of the portfolio, ranked #95.

Sweeney & Michel first reported a position in IMTM in Q2 2025 and has held it in 6 quarters since. 41 funds tracked by Wall St. Rank hold IMTM as of Q3 2026.

Sweeney & Michel held 10,183 shares of iShares MSCI Intl Momentum Factor ETF worth $536K as of Q3 2026.
Sweeney & Michel bought 1,100 iShares MSCI Intl Momentum Factor ETF shares in Q3 2026, an estimated $58.3K.
iShares MSCI Intl Momentum Factor ETF made up 0.14% of Sweeney & Michel's portfolio in Q3 2026, its #95 holding.
Sweeney & Michel first reported a position in iShares MSCI Intl Momentum Factor ETF in Q2 2025 and has held it in 6 quarters since.
41 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q3 2026.

Based on Sweeney & Michel's 13F filing for Q3 2026, filed 16 Oct 2026.