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Tillar-Wenstrup Advisors’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Tillar-Wenstrup Advisors’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
2022
Q2 		– Sell
-10,305
Closed -$365K – 51
2022
Q1 		$365K Sell
10,305
-2,760
-21% -$98.2K 0.17% 40
2021
Q4 		$497K Sell
13,065
-1,372
-10% -$53.5K 0.23% 32
2021
Q3 		$550K Buy
14,437
+198
+1% +$7.77K 0.25% 30
2021
Q2 		$551K Sell
14,239
-98
-0.7% -$3.84K 0.25% 31
2021
Q1 		$539K Buy
14,337
+1,771
+14% +$67.5K 0.26% 31
2020
Q4 		$473K Buy
12,566
+660
+6% +$23.3K 0.25% 30
2020
Q3 		$405K Sell
11,906
-88
-0.7% -$2.95K 0.23% 31
2020
Q2 		$376K Buy
+11,994
New +$348K 0.23% 28
2020
Q1 		– Sell
-8,361
Closed -$261K – 34
2019
Q4 		$261K Buy
8,361
+113
+1% +$3.41K 0.15% 48
2019
Q3 		$242K Buy
+8,248
New +$242K 0.14% 43
2018
Q4 		– Sell
-16,937
Closed -$516K – 52
2018
Q3 		$516K Buy
16,937
+2,004
+13% +$59.9K 0.28% 53
2018
Q2 		$443K Buy
14,933
+276
+2% +$8.48K 0.25% 52
2018
Q1 		$448K Sell
14,657
-664
-4% -$20.7K 0.26% 52
2017
Q4 		$467K Buy
15,321
+1,909
+14% +$58.2K 0.36% 41
2017
Q3 		$404K Buy
13,412
+633
+5% +$18.4K 0.31% 44
2017
Q2 		$359K Buy
12,779
+1,702
+15% +$47.2K 0.28% 44
2017
Q1 		$300K Buy
11,077
+813
+8% +$21.3K 0.23% 49
2016
Q4 		$255K Buy
+10,264
New +$257K 0.22% 50

Other funds holding IMTM

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.56B AUM 14.13% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

Tillar-Wenstrup Advisors's IMTM Position: Q2 2022 in Review

Tillar-Wenstrup Advisors sold out of iShares MSCI Intl Momentum Factor ETF (IMTM) in Q2 2022, closing a stake of 10,305 shares — an estimated $365K sold.

Tillar-Wenstrup Advisors first reported a position in IMTM in Q4 2016 and held it in 18 quarters. The position peaked at $551K in Q2 2021. 103 funds tracked by Wall St. Rank hold IMTM as of Q2 2022.

  • Tillar-Wenstrup Advisors reported no remaining iShares MSCI Intl Momentum Factor ETF position as of Q2 2022 after selling out during the quarter.
  • Tillar-Wenstrup Advisors sold 10,305 iShares MSCI Intl Momentum Factor ETF shares in Q2 2022, an estimated $365K.
  • Tillar-Wenstrup Advisors first reported a position in iShares MSCI Intl Momentum Factor ETF in Q4 2016 and held it in 18 quarters.
  • Tillar-Wenstrup Advisors's iShares MSCI Intl Momentum Factor ETF position peaked at $551K in Q2 2021.
  • 103 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2022.

Based on Tillar-Wenstrup Advisors's 13F filing for Q2 2022, filed 22 Jul 2022.