Truist Financial
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Truist Financial’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Truist Financial’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 		$2.32M Buy
43,504
+969
+2% +$50.6K ﹤0.01% 1300
2026
Q1 		$2.24M Buy
42,535
+600
+1% +$30.1K ﹤0.01% 1251
2025
Q4 		$2.03M Buy
+41,935
New +$2.01M ﹤0.01% 1280
2024
Q4 		– Sell
-37,495
Closed -$1.51M – 2568
2024
Q3 		$1.51M Buy
37,495
+1,532
+4% +$59.9K ﹤0.01% 1351
2024
Q2 		$1.39M Buy
+35,963
New +$1.39M ﹤0.01% 1451

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

Truist Financial's IMTM Position: Q2 2026 in Review

Truist Financial increased its iShares MSCI Intl Momentum Factor ETF (IMTM) stake by 2.3% in Q2 2026, buying an estimated $50.6K and bringing the position to 43,504 shares worth $2.32M. The position accounts for ﹤0.01% of the portfolio, ranked #1300.

Truist Financial first reported a position in IMTM in Q2 2024 and has held it in 5 quarters since. 235 funds tracked by Wall St. Rank hold IMTM as of Q2 2026.

  • Truist Financial held 43,504 shares of iShares MSCI Intl Momentum Factor ETF worth $2.32M as of Q2 2026.
  • Truist Financial bought 969 iShares MSCI Intl Momentum Factor ETF shares in Q2 2026, an estimated $50.6K.
  • iShares MSCI Intl Momentum Factor ETF made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #1300 holding.
  • Truist Financial first reported a position in iShares MSCI Intl Momentum Factor ETF in Q2 2024 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 Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.