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

TKG 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
2026
Q1 		$274K Buy
+5,713
New +$286K 0.11% 81
2024
Q4 		– Sell
-6,493
Closed -$262K – 98
2024
Q3 		$262K Buy
+6,493
New +$254K 0.13% 87

Other funds holding IMTM

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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 $5.76B AUM 24.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.75B AUM 15.4% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TKG Advisors's IMTM Position: Q1 2026 in Review

TKG Advisors opened a new position in iShares MSCI Intl Momentum Factor ETF (IMTM) in Q1 2026: 5,713 shares worth $274K. The stake represents 0.11% of the portfolio and ranks #81 among its holdings. This is a return to the name: TKG Advisors previously reported a position in IMTM as recently as Q3 2024.

TKG Advisors first reported a position in IMTM in Q3 2024 and has held it in 2 quarters since. 231 funds tracked by Wall St. Rank hold IMTM as of Q1 2026.

  • TKG Advisors held 5,713 shares of iShares MSCI Intl Momentum Factor ETF worth $274K as of Q1 2026.
  • iShares MSCI Intl Momentum Factor ETF was a new TKG Advisors position in Q1 2026.
  • iShares MSCI Intl Momentum Factor ETF made up 0.11% of TKG Advisors's portfolio in Q1 2026, its #81 holding.
  • TKG Advisors first reported a position in iShares MSCI Intl Momentum Factor ETF in Q3 2024 and has held it in 2 quarters since.
  • 231 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q1 2026.

Based on TKG Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.