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

Symmetry Partners’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	$50.1M	Buy	952,746 +4,158	+0.4%	+$220K	2.56%	13
2026 Q2	$50.6M	Buy	948,588 +30,355	+3%	+$1.58M	2.58%	13
2026 Q1	$44.1M	Buy	918,233 +34,275	+4%	+$1.72M	2.52%	14
2025 Q4	$42.4M	Buy	883,958 +462,143	+110%	+$22.1M	2.51%	14
2025 Q3	$20.2M	Buy	421,815 +32,496	+8%	+$1.5M	2.2%	13
2025 Q2	$17.8M	Buy	389,319 +46,488	+14%	+$1.99M	2.19%	12
2025 Q1	$13.7M	Buy	342,831 +61,990	+22%	+$2.45M	1.9%	14
2024 Q4	$10.5M	Buy	280,841 +181,742	+183%	+$7.1M	1.49%	17
2024 Q3	$4M	Buy	+99,099	New	+$3.88M	0.95%	24
2022 Q1	–	Sell	-299,786	Closed	-$11.4M	–	589
2021 Q4	$11.4M	Buy	299,786 +17,900	+6%	+$699K	0.73%	32
2021 Q3	$10.8M	Buy	281,886 +16,667	+6%	+$654K	0.71%	33
2021 Q2	$10.3M	Sell	265,219 -791	-0.3%	-$31K	0.68%	34
2021 Q1	$10M	Buy	+266,010	New	+$10.1M	0.72%	31

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

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

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

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

Straight Path Wealth Management Jenison, Michigan $449M AUM 10.17% 1-Year Est. Return

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

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

FCT

Family Capital Trust Peabody, Massachusetts $315M AUM 14.73% 1-Year Est. Return

Symmetry Partners's IMTM Position: Q3 2026 in Review

Symmetry Partners increased its iShares MSCI Intl Momentum Factor ETF (IMTM) stake by 0.44% in Q3 2026, buying an estimated $220K and bringing the position to 952,746 shares worth $50.1M. The position accounts for 2.56% of the portfolio, ranked #13.

Symmetry Partners first reported a position in IMTM in Q1 2021 and has held it in 13 quarters since. The position peaked at $50.6M in Q2 2026. 98 funds tracked by Wall St. Rank hold IMTM as of Q3 2026.

Symmetry Partners held 952,746 shares of iShares MSCI Intl Momentum Factor ETF worth $50.1M as of Q3 2026.
Symmetry Partners bought 4,158 iShares MSCI Intl Momentum Factor ETF shares in Q3 2026, an estimated $220K.
iShares MSCI Intl Momentum Factor ETF made up 2.56% of Symmetry Partners's portfolio in Q3 2026, its #13 holding.
Symmetry Partners first reported a position in iShares MSCI Intl Momentum Factor ETF in Q1 2021 and has held it in 13 quarters since.
Symmetry Partners's iShares MSCI Intl Momentum Factor ETF position peaked at $50.6M in Q2 2026.
98 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q3 2026.

Based on Symmetry Partners's 13F filing for Q3 2026, filed 27 Oct 2026.